Plan Snapshot
- Plan Sponsor: Boston Brace International, INC.
- Sponsor EIN: 043175021
- Sponsor Address: 20 LEDIN DRIVE, AVON, MA, 02322
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $21.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 241 | $21.4M | $396,052 | $1.0M |
| 2023 | 160 | $15.6M | $0 | $842,066 |
| 2022 | 156 | $12.8M | $0 | $841,181 |
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 |
|---|---|---|---|---|
| SULLIVAN AND FOLAN, 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 | $74,891 | $40,094 | — | — | — |
| 2023 | $61,256 | $33,396 | — | — | — |
| 2022 | $62,246 | — | — | — | — |