Plan Snapshot
- Plan Sponsor: Boston Pie, INC.
- Sponsor EIN: 042836784
- Sponsor Address: 100 CONIFER HILL DRIVE STE. 402, DANVERS, MA, 019231171
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $2.0M
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 | 238 | $2.0M | $21,084 | $254,620 |
| 2023 | 210 | $2.0M | $21,566 | $249,155 |
| 2022 | 219 | $1.6M | $13,211 | $203,804 |
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 |
|---|---|---|---|---|
| MURPHY, GAUDREAU, HOSKINSON, INC. | Auditor | $3,765 | — | $3,765 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,765
- Estimated Expense Ratio: 0.186% 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 | $33,146 | $10,849 | — | $3,765 | — |
| 2023 | $28,778 | $9,284 | — | $2,936 | — |
| 2022 | $30,489 | — | $30,489 | — | — |