Plan Snapshot
- Plan Sponsor: Boston Government Services LLC
- Sponsor EIN: 562669928
- Sponsor Address: 105 MITCHELL RD., OAK RIDGE, TN, 37830
- Plan Type: 401(k)
- Total Participants: 314
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 314 | $17.1M | $1.3M | $2.9M |
| 2023 | 301 | $14.6M | $1.2M | $2.9M |
| 2022 | 279 | $10.8M | $1.0M | $2.3M |
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 |
|---|---|---|---|---|
| COULTER AND JUSTUS | 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 | $137,584 | — | — | — | — |
| 2023 | $105,752 | $73,693 | — | — | — |
| 2022 | $82,984 | $57,390 | $25,594 | — | — |