Plan Snapshot
- Plan Sponsor: Brockton Visiting Nurse Association
- Sponsor EIN: 042103941
- Sponsor Address: 500 BELMONT STREET, SUITE 200, BROCKTON, MA, 02301
- Plan Type: 403(b)
- Total Participants: 136
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 136 | $15.4M | $149,259 | $653,658 |
| 2023 | 147 | $13.6M | $193,210 | $636,090 |
| 2022 | 136 | $12.3M | $184,102 | $686,915 |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, LLP — 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 | $36,427 | — | — | — | — |
| 2023 | $32,374 | — | — | — | — |
| 2022 | $48,167 | $37,638 | $9,767 | — | — |