Boston Semi Equipment 401(k) match, vesting and fees
What Boston Semi Equipment's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 173,170 defined-contribution plans in professional, scientific, and technical services with fewer than 100 participants.
| Boston Semi Equipment: employer contribution per participant | $2,562 | |
| Peer median | $2,367 |
| Boston Semi Equipment: average balance | $85,153 | |
| Peer median | $65,744 |
| Boston Semi Equipment: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.38% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.6M at the end of plan year 2021 to $8.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 98 | $8.1M | $243K | $2,562 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 114 | $7M | $265K | $2,347 | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 116 | $4.9M | $251K | $2,219 | 0.65% | Not published | Form 5500 ↗ |
| 2021 | 116 | $5.6M | $236K | $2,105 | 0.49% | Not published | Form 5500 ↗ |
Common questions
Does Boston Semi Equipment match 401(k) contributions?
The match terms for the Boston Semi Equipment LLC 401k Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $243K in employer contributions, about $2,562 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Boston Semi Equipment 401(k) match vested?
The vesting schedule for the Boston Semi Equipment LLC 401k Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Boston Semi Equipment 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments. The plan administrator is Boston Semi Equipment LLC.
I left Boston Semi Equipment. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Boston Semi Equipment LLC, (781) 273-0090) or the recordkeeper, Fidelity Investments. The Boston Semi Equipment old 401(k) page lists the contacts from every plan filing. Find an old Boston Semi Equipment 401(k)
Data from the public Form 5500 annual reports Boston Semi Equipment filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Boston Semi Equipment. Not financial advice. Report a correction · Methodology