Plan Snapshot
- Plan Sponsor: Vanasse Hangen Brustlin, INC.
- Sponsor EIN: 042931679
- Sponsor Address: 101 WALNUT ST, WATERTOWN, MA, 02472
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,903
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,903 | $0 | $0 | $0 |
| 2023 | 1,745 | $0 | $0 | $0 |
| 2022 | 1,581 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | Recordkeeper | $176,915 | — | $176,915 |
| BROWN & BROWN INSURANCE SERVICES, I | Investment Advisor | $69,342 | — | $69,342 |
| NIVATI, INC. | Recordkeeper | $59,880 | — | $59,880 |
| EVERNORTH BEHAVIORAL HEALTH, INC. | Recordkeeper | $24,857 | — | $24,857 |
| CURALINC LLC | Recordkeeper | $18,727 | — | $18,727 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $349,721
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |