Plan Snapshot
- Plan Sponsor: Boardman & Clark LLP
- Sponsor EIN: 453866466
- Sponsor Address: P.O. BOX 927, MADISON, WI, 53701
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 159
- Total Assets: $69.9M
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. |
|---|---|---|---|---|
| 2025 | 159 | $69.9M | $0 | $0 |
| 2024 | 106 | $71.3M | $1.2M | $1.4M |
| 2023 | 112 | $69.0M | $1.0M | $1.3M |
| 2022 | 108 | $59.5M | $996,762 | $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 |
|---|---|---|---|---|
| NFP RETIREMENT | Investment Advisor | $56,460 | — | $56,460 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $16,437 | — | $16,437 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,897
- Estimated Expense Ratio: 0.104% 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 |
|---|---|---|---|---|---|
| 2025 | $12,235,557 | $56,460 | — | — | — |
| 2024 | $83,148 | — | — | — | — |
| 2023 | $46,803 | $53,541 | — | — | — |
| 2022 | $43,770 | — | — | — | — |