Plan Snapshot
- Plan Sponsor: Bose Corporation
- Sponsor EIN: 042655386
- Sponsor Address: 100 THE MOUNTAIN ROAD, FRAMINGHAM, MA, 017019168
- Plan Type: DB
- Total Participants: 1,232
- Total Assets: $866.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,232 | $866.3M | $0 | $0 |
| 2023 | 1,287 | $890.7M | $0 | $0 |
| 2022 | 1,567 | $876.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Recordkeeper | $608,827 | — | $608,827 |
| EMPOWER | Recordkeeper | $507,349 | — | $507,349 |
| SILCHESTER INTERNATIONAL INVESTORS | Other Service Provider | $430,470 | — | $430,470 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $397,958 | — | $397,958 |
| CVC CAPITAL PARTNERS VII LIMITED | Other Service Provider | $311,580 | — | $311,580 |
| BLACKSTONE ALTERNATIVE CREDIT ADVIS | Other Service Provider | $225,000 | — | $225,000 |
| US BANK NATIONAL ASSOCIATION | Recordkeeper | $149,762 | — | $149,762 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | Other Service Provider | $97,986 | — | $97,986 |
| STATE STREET GLOBAL ADVISOR TRUST C | Other Service Provider | $59,140 | — | $59,140 |
| WILMERHALE LLP | Other Service Provider | $23,625 | — | $23,625 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
- EMPOWER — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- US BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,811,697
- Estimated Expense Ratio: 0.325% 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 | $7,142,054 | $1,636,100 | — | — | — |
| 2023 | $7,069,768 | $1,781,271 | — | — | — |
| 2022 | $6,082,019 | $1,828,222 | — | — | $260,897 |