# Bozzuto'S, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bozzuto-s-inc-401k-plan-001

> Bozzuto'S, INC.'s 401(k) plan: 878 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bozzuto'S, INC.

- **Sponsor EIN:** 061383248

- **Sponsor Address:** 275 SCHOOLHOUSE RD, CHESHIRE, CT, 064101241

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

- **Total Participants:** 878

- **Total Assets:** $12.8M

## 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|878|$12.8M|$222,522|$1.2M|

| 2023|572|$11.1M|$219,313|$1.1M|

| 2022|549|$8.6M|$210,043|$1.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$8,654|—|$8,654|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,654

- **Estimated Expense Ratio:** 0.068% 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|$10,632|$1,978|—|—|—|

| 2023|$12,152|$2,077|—|—|—|

| 2022|$8,454|$1,686|—|—|—|

## Similar Plans

- [Cpc, LLC](https://planprovider.pro/companies/cpc-llc-401k-plan) — 355 participants

- [Geisslers Supermarket INC.](https://planprovider.pro/companies/geisslers-supermarket-inc-401k-plan) — 329 participants

- [Grade A Market, Incorporated](https://planprovider.pro/companies/grade-a-market-incorporated-401k-plan) — 1,431 participants

- [Stew Leonard'S](https://planprovider.pro/companies/stew-leonard-s-401k-plan-002) — 1,646 participants

- [Prrc, INC.](https://planprovider.pro/companies/prrc-inc-401k-plan) — 2,180 participants

- [Ufcw Union Local 919 & Contributing Empl Pension](https://planprovider.pro/companies/ufcw-union-local-919-contributing-empl-pension-plan) — 4,271 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bozzuto-s-inc-401k-plan-001)

© 2026 PlanProvider.Pro