Plan Snapshot
- Plan Sponsor: Boston Partners Global Investors, INC.
- Sponsor EIN: 980202744
- Sponsor Address: ONE BEACON ST, BOSTON, MA, 02108
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $144.3M
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 | 187 | $144.3M | $1.9M | $3.6M |
| 2023 | 163 | $123.6M | $1.2M | $3.4M |
| 2022 | 150 | $104.4M | $1.2M | $3.0M |
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 |
|---|---|---|---|---|
| COHN REZNICK LLP | Auditor | $14,700 | — | $14,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,700
- Estimated Expense Ratio: 0.010% 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 | $61,555 | $5,760 | — | $14,700 | — |
| 2023 | $60,140 | $2,138 | — | $28,000 | — |
| 2022 | $39,901 | — | — | — | — |