# Boston Sports And Shoulder Center, LLC 401(k) Plan
Source: https://planprovider.pro/companies/boston-sports-and-shoulder-center-llc-401k-plan

> Boston Sports And Shoulder Center, LLC's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [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:** $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|—|—|—|—|—|

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