Plan Snapshot
- Plan Sponsor: Brockton Hospital, INC.
- Sponsor EIN: 222472997
- Sponsor Address: 680 CENTRE STREET, BROCKTON, MA, 02302
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 0
- Total Assets: $94.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $94.7M | $0 | $0 |
| 2023 | 0 | $109.1M | $0 | $0 |
| 2022 | 0 | $99.3M | $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 |
|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | Other Service Provider | $194,310 | — | $194,310 |
| ROCKLAND TRUST COMPANY | Other Service Provider | $162,525 | — | $162,525 |
| BANK OF NEW YORK MELLON | Other Service Provider | $83,750 | — | $83,750 |
| BDO USA, P.C. | Auditor | $76,469 | — | $76,469 |
| UBS GLOBAL ASSET MANAGEMENT | Investment Advisor | $23,653 | — | $23,653 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
- UBS GLOBAL ASSET MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $540,707
- Estimated Expense Ratio: 0.571% 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 | $913,162 | — | — | — | — |
| 2023 | $1,641,858 | — | — | — | — |
| 2022 | $349,664 | — | — | — | — |