Plan Snapshot
- Plan Sponsor: Bouvier Beckwith & Lennox, INC.
- Sponsor EIN: 061384052
- Sponsor Address: 29 NORTH MAIN STREET, WEST HARTFORD, CT, 06107
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 142 | $16.9M | $493,242 | $1.0M |
| 2023 | 135 | $14.8M | $449,277 | $973,950 |
| 2022 | 129 | $11.8M | $406,775 | $877,717 |
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 |
|---|---|---|---|---|
| MAHONEYSABOL | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $79,272 | — | — | — | — |
| 2023 | $77,578 | — | — | — | — |
| 2022 | $75,060 | — | $75,060 | — | — |