# Bowditch &amp; Dewey, LLP DC Plan
Source: https://planprovider.pro/companies/bowditch-dewey-llp-plan

> Bowditch &amp; Dewey, LLP&#39;s DC plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bowditch & Dewey, LLP

- **Sponsor EIN:** 042297674

- **Sponsor Address:** P.O.BOX 15156, WORCESTER, MA, 01615

- **Plan Type:** DC

- **Total Participants:** 118

- **Total Assets:** $70.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|118|$70.2M|$855,781|$1.8M|

| 2023|110|$63.8M|$894,606|$1.6M|

| 2022|122|$52.8M|$955,585|$1.5M|

## 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|

| DIMEO SCHNEIDER & ASSOCIATES, LLC|INVESTMENT ADVISOR|$55,000|—|$55,000|

| BOLLUS LYNCH|ACCOUNTANT/AUDITOR|$20,150|—|$20,150|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,150

- **Estimated Expense Ratio:** 0.107% 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|$27,584|$57,500|—|$20,150|—|

| 2023|$27,326|$48,500|—|$19,700|—|

| 2022|$28,456|—|—|—|—|

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