Plan Snapshot
- Plan Sponsor: Bluebird Bio, INC.
- Sponsor EIN: 133680878
- Sponsor Address: 455 GRAND UNION BLVD, SOMERVILLE, MA, 02145
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $82.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 272 | $82.6M | $2.7M | $6.6M |
| 2023 | 395 | $76.8M | $2.8M | $6.1M |
| 2022 | 310 | $61.7M | $2.2M | $7.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $90,522 | — | $90,522 |
| SENTINEL PENSION ADVISORS INC | Investment Advisor | $37,487 | — | $37,487 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- SENTINEL PENSION ADVISORS INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,009
- Estimated Expense Ratio: 0.155% 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 | $128,009 | $37,487 | — | — | — |
| 2023 | $119,511 | $60,162 | — | — | — |
| 2022 | $155,608 | — | — | — | — |