Plan Snapshot
- Plan Sponsor: Bozzuto'S, INC.
- Sponsor EIN: 060606469
- Sponsor Address: 275 SCHOOLHOUSE ROAD, CHESHIRE, CT, 06410
- Plan Type: 401(k)
- Total Participants: 1,692
- Total Assets: $95.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,692 | $95.1M | $1.2M | $7.2M |
| 2023 | 1,474 | $84.0M | $1.2M | $6.8M |
| 2022 | 1,505 | $68.6M | $1.1M | $6.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $43,905 | — | $43,905 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $16,687 | — | $16,687 |
| 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 — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,592
- Estimated Expense Ratio: 0.064% 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 | $60,542 | $16,687 | $300 | — | — |
| 2023 | $59,025 | $18,173 | — | — | — |
| 2022 | $45,180 | $13,962 | — | — | — |