Plan Snapshot
- Plan Sponsor: Brookline Bancorp, INC.
- Sponsor EIN: 043402944
- Sponsor Address: PO BOX 179179, BOSTON, MA, 021179179
- Plan Type: 401(k)
- Total Participants: 998
- Total Assets: $168.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 998 | $168.7M | $4.9M | $8.4M |
| 2023 | 971 | $146.1M | $4.6M | $8.1M |
| 2022 | 841 | $111.2M | $3.8M | $6.4M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, 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 | $138,164 | $182,339 | — | — | — |
| 2023 | $126,629 | $153,823 | $600 | — | — |
| 2022 | $131,072 | $110,796 | — | — | — |