Plan Snapshot
- Plan Sponsor: Boston Healthcare For Homeless
- Sponsor EIN: 043160480
- Sponsor Address: 780 ALBANY ST, BOSTON, MA, 02118
- Plan Type: DC
- Total Participants: 432
- Total Assets: $22.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 432 | $22.0M | $1.8M | $0 |
| 2023 | 657 | $18.8M | $1.7M | $0 |
| 2022 | 625 | $16.9M | $1.5M | $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 |
|---|---|---|---|---|
| AAFCPAS, INC. | 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 | $61,830 | $20,450 | — | — | — |
| 2023 | $53,641 | $20,558 | $33,083 | — | — |
| 2022 | $96,072 | $20,000 | $40,143 | — | — |