Plan Snapshot
- Plan Sponsor: Greater Boston Urology, LLC
- Sponsor EIN: 272299847
- Sponsor Address: 910 WASHINGTON STREET, 2ND FLOOR, DEDHAM, MA, 020266022
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 149 | $21.7M | $428,536 | $874,833 |
| 2023 | 143 | $18.7M | $974,588 | $844,833 |
| 2022 | 125 | $14.3M | $899,751 | $738,811 |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | N/A | $24,295 | — | $24,295 |
| CHARLES SCHWAB TRUST BANK | N/A | $8,478 | — | $8,478 |
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — N/A
- CHARLES SCHWAB TRUST BANK — N/A
- BDMP ASSURANCE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,773
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 |
|---|---|---|---|---|---|
| 2025 | $4,873 | — | — | — | — |
| 2024 | $32,773 | — | — | — | — |
| 2023 | $30,543 | — | — | — | — |
| 2022 | $14,094 | — | — | — | $14,094 |