Plan Snapshot
- Plan Sponsor: Brockton Area Multi-Services, INC.
- Sponsor EIN: 042562377
- Sponsor Address: 10 CHRISTY'S DRIVE, BROCKTON, MA, 02301
- Plan Type: 403(b)
- Total Participants: 1,476
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,476 | $16.1M | $8,184 | $2.5M |
| 2023 | 1,454 | $12.8M | $21,019 | $2.2M |
| 2022 | 1,468 | $10.6M | $453,718 | $1.9M |
| 2020 | 1,563 | $9.1M | $0 | $0 |
| 2019 | 1,760 | $6.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $62,216 | — | $62,216 | — | — |
| 2023 | $68,846 | — | $68,846 | — | — |
| 2022 | $86,157 | — | $86,157 | — | — |
| 2020 | $74,913 | — | $74,913 | — | — |
| 2019 | $30,264 | — | $30,264 | — | — |