# Boston Semi Equipment LLC 401(k) Plan
Source: https://planprovider.pro/companies/boston-semi-equipment-llc-401k-plan

> Boston Semi Equipment LLC's 401(k) plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boston Semi Equipment LLC

- **Sponsor EIN:** 300825013

- **Sponsor Address:** 9 BEAVER BROOK ROAD, LITTLETON, MA, 01460

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

- **Total Participants:** 57

- **Total Assets:** $8.1M

## 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|57|$8.1M|$243,394|$743,993|

| 2023|66|$7.0M|$265,220|$821,282|

| 2022|71|$4.9M|$250,743|$726,766|

## 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|

| FIDELITY INVESTMENTS|NONE|$21,452|—|$21,452|

| FIRST NATIONAL ADVISORS LLC|NONE|$10,500|—|$10,500|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — NONE

- [FIRST NATIONAL ADVISORS LLC](https://planprovider.pro/provider/first-national-corporation) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,952

- **Estimated Expense Ratio:** 0.395% 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|$31,952|$6,000|—|—|—|

| 2023|$26,247|$6,000|—|—|—|

| 2022|$33,967|—|—|—|—|

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