Plan Snapshot
- Plan Sponsor: Boston Ivf, LLC
- Sponsor EIN: 042921956
- Sponsor Address: 130 SECOND AVENUE, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 665
- Total Assets: $44.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 665 | $44.5M | $725,308 | $3.4M |
| 2023 | 551 | $39.0M | $604,136 | $2.8M |
| 2022 | 529 | $32.0M | $539,164 | $2.5M |
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 AND BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON AND BLETZER PLLC — 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 | $87,400 | $53,773 | $300 | — | — |
| 2023 | $80,597 | $52,425 | — | — | — |
| 2022 | $91,090 | $1,769 | — | — | — |