Plan Snapshot
- Plan Sponsor: Bvi
- Sponsor EIN: 042378496
- Sponsor Address: 500 TOTTEN POND ROAS, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $20.7M
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 | 222 | $20.7M | $996,341 | $2.3M |
| 2023 | 223 | $18.7M | $1.1M | $2.4M |
| 2022 | 212 | $16.6M | $1.0M | $2.2M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $13,298 | — | $13,298 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,298
- Estimated Expense Ratio: 0.064% 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 | $85,104 | $33,723 | $300 | $13,298 | — |
| 2023 | $147,699 | $66,541 | — | $41,900 | — |
| 2022 | $50,344 | $2,271 | — | — | — |