Plan Snapshot
- Plan Sponsor: The Boston Home, INC.
- Sponsor EIN: 042103905
- Sponsor Address: 2049 DORCHESTER AVENUE, BOSTON, MA, 021244742
- Plan Type: 403(b)
- Total Participants: 244
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 244 | $8.7M | $132,441 | $481,736 |
| 2023 | 233 | $8.1M | $117,945 | $428,278 |
| 2022 | 215 | $6.9M | $116,740 | $437,489 |
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 | — | — | $0 |
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: $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 | $250 | — | $250 | — | — |
| 2023 | $6,413 | — | $1,800 | $4,613 | — |
| 2022 | $930 | — | $930 | — | — |