# Baker Boyer Bancorp 401(k) Plan
Source: https://planprovider.pro/companies/baker-boyer-bancorp-401k-plan

> Baker Boyer Bancorp's 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baker Boyer Bancorp

- **Sponsor EIN:** 911334541

- **Sponsor Address:** PO BOX 1796, WALLA WALLA, WA, 99362

- **Plan Type:** 401(k)

- **Total Participants:** 176

- **Total Assets:** $78.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|176|$78.2M|$1.7M|$1.2M|

| 2023|192|$70.7M|$1.7M|$1.2M|

| 2022|189|$60.3M|$1.6M|$1.1M|

## 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|

| CLARK NUBER, PS|Auditor|$16,000|—|$16,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,000

- **Estimated Expense Ratio:** 0.020% 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|$70,267|—|—|$16,000|—|

| 2023|$82,967|—|—|$15,050|—|

| 2022|$94,639|$57,293|$22,326|—|$15,020|

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