# Boston Va Research Institute, INC. 403(b) Plan
Source: https://planprovider.pro/companies/boston-va-research-institute-inc-plan

> Boston Va Research Institute, INC.'s 403(b) plan: 76 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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