Plan Snapshot
- Plan Sponsor: Boston Sand & Gravel Company
- Sponsor EIN: 041107360
- Sponsor Address: 100 NORTH WASHINGTON STREET 2ND FL, BOSTON, MA, 02114
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $10.6M
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 | 63 | $10.6M | $266,709 | $398,620 |
| 2023 | 66 | $10.9M | $450,000 | $364,632 |
| 2022 | 62 | $12.8M | $350,000 | $331,451 |
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 | $48,672 | $32,755 | $15,917 | — | — |
| 2023 | $44,188 | $25,216 | $18,972 | — | — |
| 2022 | $53,273 | $35,354 | $17,919 | — | — |