Plan Snapshot
- Plan Sponsor: Cbt/Childs Bertman Tseckares INC.
- Sponsor EIN: 042429873
- Sponsor Address: ONE CONSTITUTION ROAD, BOSTON, MA, 02129
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $44.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 125 | $44.7M | $100,197 | $1.3M |
| 2023 | 143 | $42.0M | $500,116 | $1.6M |
| 2022 | 195 | $39.9M | $250,000 | $1.7M |
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 | $23,000 | — | $23,000 |
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: $23,000
- Estimated Expense Ratio: 0.051% 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 | $119,040 | $64,011 | — | $23,000 | — |
| 2023 | $108,911 | $61,318 | — | $21,500 | — |
| 2022 | $99,445 | — | — | — | — |