Plan Snapshot
- Plan Sponsor: The Boston School Bus Drivers' Deferred Rtmt & Svgs Plan Committee
- Sponsor EIN: 810859358
- Sponsor Address: 25 COLGATE ROAD, THIRD FLOOR, ROSLINDALE, MA, 021311123
- Plan Type: 401(k)
- Total Participants: 894
- Total Assets: $59.1M
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 | 894 | $59.1M | $1.7M | $4.0M |
| 2023 | 887 | $52.9M | $1.5M | $3.6M |
| 2022 | 880 | $46.3M | $1.5M | $3.5M |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO. LTD | Auditor | — | — | $0 |
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 | $24,590 | — | — | — | — |
| 2023 | $84,340 | — | — | — | — |
| 2022 | $134,665 | — | — | — | $134,665 |