Plan Snapshot
- Plan Sponsor: Broad Reach Of Chatham, INC.
- Sponsor EIN: 042883935
- Sponsor Address: 390 ORLEANS RD., NORTH CHATHAM, MA, 026501154
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $11.3M
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 | 360 | $11.3M | $88,223 | $795,355 |
| 2023 | 256 | $9.7M | $79,602 | $749,710 |
| 2022 | 224 | $7.8M | $68,968 | $715,090 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PPLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PPLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $57,822 | — | $57,822 | — | — |
| 2023 | $49,679 | — | $36,825 | $12,854 | — |
| 2022 | $50,811 | — | $38,712 | — | $12,099 |