# Bozzuto & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bozzuto-associates-inc-401k-plan

> Bozzuto & Associates, INC.'s 401(k) plan: 3,505 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bozzuto & Associates, INC.

- **Sponsor EIN:** 521566117

- **Sponsor Address:** 6406 IVY LANE, GREENBELT, MD, 20770

- **Plan Type:** 401(k)

- **Total Participants:** 3,505

- **Total Assets:** $190.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|3,505|$190.0M|$3.1M|$18.6M|

| 2023|3,239|$155.2M|$2.8M|$16.0M|

| 2022|3,023|$124.1M|$2.6M|$14.1M|

## 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|

| T ROWE PRICE RPS INC|NONE|$226,936|—|$226,936|

| MORGAN STANLEY GLOBAL BANKING|NONE|$101,079|—|$101,079|

| COHNREZNICK LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $328,015

- **Estimated Expense Ratio:** 0.173% 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|$432,776|$75,671|—|—|—|

| 2023|$434,036|$89,430|—|—|—|

| 2022|$312,126|$87,473|—|—|—|

## Similar Plans

- [Brightview Senior Living, LLC](https://planprovider.pro/companies/brightview-senior-living-llc-401k-plan) — 4,852 participants

- [Field Payroll, LLC](https://planprovider.pro/companies/field-payroll-llc-401k-plan) — 507 participants

- [Edgewood Management Corporation D/B/A Pratum Companies](https://planprovider.pro/companies/edgewood-management-corporation-401k-plan) — 321 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bozzuto-associates-inc-401k-plan)

© 2026 PlanProvider.Pro