Plan Snapshot
- Plan Sponsor: Boston Children'S Health Physicians, LLP
- Sponsor EIN: 133956599
- Sponsor Address: 400 COLUMBUS AVENUE, VALHALLA, NY, 10595
- Plan Type: 401(k)
- Total Participants: 854
- Total Assets: $98.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 854 | $98.4M | $1.5M | $6.2M |
| 2023 | 802 | $83.1M | $1.4M | $5.8M |
| 2022 | 743 | $67.2M | $544,975 | $5.0M |
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 |
|---|---|---|---|---|
| HBK CPAS & CONSULTANTS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBK CPAS & CONSULTANTS — 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 | $18,625 | — | $17,025 | — | — |
| 2023 | $13,130 | — | $13,130 | — | — |
| 2022 | $12,897 | — | $12,897 | — | — |