Plan Snapshot
- Plan Sponsor: Boston Va Research Institute, INC.
- Sponsor EIN: 043081524
- Sponsor Address: 2 AVENUE DE LAFAYETTE, BOSTON, MA, 021111750
- Plan Type: 403(b)
- Total Participants: 76
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 76 | $8.1M | $153,464 | $460,994 |
| 2023 | 64 | $7.0M | $114,352 | $353,615 |
| 2022 | 59 | $6.0M | $204,509 | $323,009 |
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 |
|---|---|---|---|---|
| TWELVE POINTS WEALTH MGT LLC | NONE | $25,386 | — | $25,386 |
| AAFCPAS, INC | Auditor | $25,386 | — | $25,386 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,772
- Estimated Expense Ratio: 0.624% 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 | $27,238 | — | $1,852 | $25,386 | — |
| 2023 | $24,048 | $21,938 | $2,110 | — | — |
| 2022 | $19,807 | — | $19,807 | — | — |