# Bluestone Bank 401(k) Plan
Source: https://planprovider.pro/companies/bluestone-bank-401k-plan

> Bluestone Bank's 401(k) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bluestone Bank

- **Sponsor EIN:** 041118820

- **Sponsor Address:** 756 ORCHARD STREET, RAYNHAM, MA, 02767

- **Plan Type:** 401(k)

- **Total Participants:** 160

- **Total Assets:** $32.4M

## 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|160|$32.4M|$1.1M|$1.4M|

| 2023|157|$28.5M|$1.1M|$1.3M|

| 2022|162|$25.4M|$1.1M|$1.5M|

## 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|

| BAKER NEWMAN NOYES LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$104,539|$60,207|$44,332|—|—|

| 2023|$93,772|$52,478|$41,294|—|—|

| 2022|$56,443|$16,452|$39,991|—|—|

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