Boston Globe Media Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Boston Globe Media Partners, LLC
  • Sponsor EIN: 463494661
  • Sponsor Address: 1 EXCHANGE PLACE, BOSTON, MA, 02109
  • Plan Type: 401(k)
  • Total Participants: 858
  • Total Assets: $254.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024858$254.7M$2.8M$7.6M
2023966$240.3M$2.8M$7.1M
2022970$215.8M$2.6M$6.7M

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
CARON & BLETZER, PLLCAuditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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$342,588$70,634$271,954
2023$372,328$66,302$306,026
2022$434,022$53,445$380,577

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