Plan Snapshot
- Plan Sponsor: Boston Sports And Shoulder Center, LLC
- Sponsor EIN: 202838785
- Sponsor Address: 840 WINTER STREET, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $17.0M
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 | 150 | $17.0M | $1.1M | $1.1M |
| 2023 | 130 | $13.6M | $380,758 | $855,710 |
| 2022 | 141 | $11.7M | $670,604 | $579,038 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $50,599 | — | $50,599 |
| SNOWDEN INSURANCE SERVICES LLC | BROKER | — | $23,349 | $23,349 |
| SANCTUARY SECURITIES INC | BROKER | — | $5,313 | $5,313 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,261
- Estimated Expense Ratio: 0.467% 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 | $52,372 | — | $52,372 | — | — |
| 2023 | $15,687 | — | $15,687 | — | — |
| 2022 | — | — | — | — | — |