# The Boston Home, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-boston-home-inc-403b-plan

> The Boston Home, INC.&#39;s 403(b) plan: 244 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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