Plan Snapshot
- Plan Sponsor: Bose Corporation
- Sponsor EIN: 042655386
- Sponsor Address: 100 THE MOUNTAIN ROAD, FRAMINGHAM, MA, 01701
- Plan Type: 401(k)
- Total Participants: 1,638
- Total Assets: $680.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,638 | $680.9M | $4.9M | $23.3M |
| 2023 | 1,700 | $656.3M | $5.0M | $25.7M |
| 2022 | 1,958 | $615.4M | $4.9M | $26.8M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
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 | $110,394 | — | — | — | — |
| 2023 | $125,669 | — | — | — | — |
| 2022 | $135,507 | — | — | — | $1,500 |