Plan Snapshot
- Plan Sponsor: Vanasse Hangen Brustlin, INC.
- Sponsor EIN: 042931679
- Sponsor Address: 101 WALNUT ST, WATERTOWN, MA, 02472
- Plan Type: 401(k)
- Total Participants: 2,079
- Total Assets: $464.0M
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 | 2,079 | $464.0M | $8.7M | $24.8M |
| 2023 | 2,121 | $403.3M | $7.5M | $21.5M |
| 2022 | 1,844 | $341.0M | $7.0M | $18.2M |
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 |
|---|---|---|---|---|
| PFK O'CONNOR DAVIES LLP | Auditor | $6,900 | — | $6,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PFK O'CONNOR DAVIES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,900
- Estimated Expense Ratio: 0.001% of plan assets
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 | $694,458 | $102,763 | — | $6,900 | — |
| 2023 | $527,440 | — | — | $24,650 | — |
| 2022 | $225,437 | $161,567 | $46,374 | — | $11,000 |