# Brookhaven At Lexington 403(b) Plan
Source: https://planprovider.pro/companies/brookhaven-at-lexington-plan

> Brookhaven At Lexington's 403(b) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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