Plan Snapshot
- Plan Sponsor: Brookhaven At Lexington
- Sponsor EIN: 042853296
- Sponsor Address: 1010 WALTHAM STREET, LEXINGTON, MA, 024218044
- Plan Type: 403(b)
- Total Participants: 122
- Total Assets: $19.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 122 | $19.4M | $372,777 | $809,446 |
| 2023 | 123 | $18.0M | $369,030 | $769,802 |
| 2022 | 121 | $15.4M | $356,156 | $773,111 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, 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 | $3,889 | — | — | — | — |
| 2023 | $9,020 | — | — | — | — |
| 2022 | $8,615 | — | — | — | — |