Plan Snapshot
- Plan Sponsor: Boys & Girls Village, INC.
- Sponsor EIN: 222562827
- Sponsor Address: 528 WHEELERS FARMS ROAD, MILFORD, CT, 06461
- Plan Type: DC
- Total Participants: 263
- Total Assets: $8.0M
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 | 263 | $8.0M | $424,992 | $440,018 |
| 2023 | 250 | $6.6M | $336,417 | $404,913 |
| 2022 | 224 | $5.8M | $311,805 | $399,365 |
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 |
|---|---|---|---|---|
| EDWARD JONES | INVESTMENT ADVISOR | $16,212 | — | $16,212 |
| BEERS HAMERMAN COHEN & BURGER, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,212
- Estimated Expense Ratio: 0.204% 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 | $39,464 | $36,864 | $2,600 | — | — |
| 2023 | $40,081 | — | $40,081 | — | — |
| 2022 | $39,802 | — | — | — | $39,802 |