Plan Snapshot
- Plan Sponsor: Bowl New England, INC.
- Sponsor EIN: 030267492
- Sponsor Address: 506 HERCULES DRIVE, COLCHESTER, VT, 05446
- Plan Type: 401(k)
- Total Participants: 985
- Total Assets: $8.9M
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 | 985 | $8.9M | $404,895 | $496,714 |
| 2023 | 1,093 | $8.8M | $379,310 | $471,364 |
| 2022 | 960 | $7.5M | $340,019 | $463,454 |
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 |
|---|---|---|---|---|
| FUTURE PLANNING ASSOCIATES, INC | Other Service Provider | $20,818 | — | $20,818 |
| MORGAN STANLEY SMITH BARNEY LLC | Recordkeeper | $16,960 | — | $16,960 |
| PLAN INTEGRITY PARTNERS, LLC. | Other Service Provider | $14,475 | — | $14,475 |
| STANCORP FINANCIAL | Recordkeeper | $11,012 | — | $11,012 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
- STANCORP FINANCIAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,265
- Estimated Expense Ratio: 0.710% 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 | $66,621 | $16,960 | $49,661 | — | — |
| 2023 | $16,697 | — | $16,697 | — | — |
| 2022 | $32,305 | $17,886 | $14,419 | — | — |