# Bhs Management Services INC. 403(b) Plan
Source: https://planprovider.pro/companies/bhs-management-services-inc-403b-plan

> Bhs Management Services INC.'s 403(b) plan: 4,276 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bhs Management Services INC.

- **Sponsor EIN:** 042442944

- **Sponsor Address:** 725 NORTH STREET, PITTSFIELD, MA, 01201

- **Plan Type:** 403(b)

- **Total Participants:** 4,276

- **Total Assets:** $693.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,276|$693.6M|$13.7M|$30.9M|

| 2023|4,203|$636.7M|$12.8M|$29.2M|

| 2022|4,037|$566.0M|$12.2M|$27.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$753,676|—|$753,676|

| BERKSHIRE MONEY MANAGEMENT INC|SECURITIES BROKER|$370,228|—|$370,228|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$105,000|—|$105,000|

| CARON & BLETZER, PLLC|AUDITOR|$18,200|—|$18,200|

| WEALTH ENHANCEMENT ADVISORY SE|SECURITIES BROKER|$6,604|—|$6,604|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,253,708

- **Estimated Expense Ratio:** 0.181% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,017,284|$245,408|—|$18,200|—|

| 2023|$1,048,816|$409,358|—|$17,100|—|

| 2022|$881,128|$78,750|—|—|$15,900|

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