Plan Snapshot
- Plan Sponsor: Boston Red Sox Baseball Club Limited Partnership
- Sponsor EIN: 042642695
- Sponsor Address: 4 JERSEY STREET, BOSTON, MA, 022153496
- Plan Type: 401(k)
- Total Participants: 1,196
- Total Assets: $108.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,196 | $108.2M | $4.3M | $4.7M |
| 2023 | 1,416 | $93.6M | $5.5M | $4.4M |
| 2022 | 1,515 | $71.1M | $2.3M | $3.8M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — 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 | $19,928 | $938 | $18,990 | — | — |
| 2023 | $19,479 | — | $19,479 | — | — |
| 2022 | $13,886 | — | $13,886 | — | — |