Plan Snapshot
- Plan Sponsor: Brooks Automation Us, LLC.
- Sponsor EIN: 871631677
- Sponsor Address: 15 ELIZABETH DRIVE, CHELMSFORD, MA, 01824
- Plan Type: 401(k)
- Total Participants: 921
- Total Assets: $189.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 921 | $189.7M | $4.9M | $10.2M |
| 2023 | 942 | $169.9M | $4.6M | $9.4M |
| 2022 | 952 | $137.7M | $4.1M | $8.0M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $115,987 | — | $115,987 |
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,987
- Estimated Expense Ratio: 0.061% 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 | $116,974 | — | — | — | — |
| 2023 | $105,600 | — | — | — | — |
| 2022 | $89,031 | — | — | — | — |