# Boston Mutual Life Insurance Co. 401(k) Plan
Source: https://planprovider.pro/companies/boston-mutual-life-insurance-co-401k-plan

> Boston Mutual Life Insurance Co.'s 401(k) plan: 399 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boston Mutual Life Insurance Co.

- **Sponsor EIN:** 041106240

- **Sponsor Address:** 120 ROYALL ST, CANTON, MA, 02021

- **Plan Type:** 401(k)

- **Total Participants:** 399

- **Total Assets:** $102.0M

## 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|399|$102.0M|$3.6M|$3.5M|

| 2023|331|$85.7M|$3.2M|$3.1M|

| 2022|321|$71.6M|$2.7M|$2.7M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$22,204|—|$22,204|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$9,736|—|$9,736|

| ERNST & YOUNG|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,940

- **Estimated Expense Ratio:** 0.031% of plan assets

### 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|$31,773|$22,204|—|—|—|

| 2023|$26,323|$18,035|—|—|—|

| 2022|$23,893|$16,706|—|—|—|

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- [Boston Mutual Life Insurance Co](https://planprovider.pro/companies/boston-mutual-life-insurance-co-plan) — 51 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/boston-mutual-life-insurance-co-401k-plan)

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