# Bigelow Laboratory For Ocean Sciences 403(b) Plan
Source: https://planprovider.pro/companies/bigelow-laboratory-for-ocean-sciences-403b-plan

> Bigelow Laboratory For Ocean Sciences's 403(b) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bigelow Laboratory For Ocean Sciences

- **Sponsor EIN:** 016006001

- **Sponsor Address:** P.O. BOX 380, EAST BOOTHBAY, ME, 04544

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

- **Total Participants:** 102

- **Total Assets:** $30.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|102|$30.9M|$510,008|$789,748|

| 2023|104|$27.0M|$469,588|$799,521|

| 2022|95|$23.4M|$415,116|$699,918|

## 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|

| PURDY POWERS & COMPANY|Auditor|$4,422|—|$4,422|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,422

- **Estimated Expense Ratio:** 0.014% 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|$69,124|—|$64,604|$4,422|—|

| 2023|$54,921|—|$52,824|$2,074|—|

| 2022|$48,441|—|$48,441|—|—|

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