# Boarman Kroos Vogel Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/boarman-kroos-vogel-group-inc-401k-plan

> Boarman Kroos Vogel Group, INC.&#39;s 401(k) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boarman Kroos Vogel Group, INC.

- **Sponsor EIN:** 411326637

- **Sponsor Address:** 222 N. SECOND STREET, MINNEAPOLIS, MN, 55401

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

- **Total Participants:** 167

- **Total Assets:** $21.0M

## 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|167|$21.0M|$372,591|$1.8M|

| 2023|187|$18.3M|$549,585|$1.9M|

| 2022|204|$14.0M|$443,784|$1.6M|

## 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|

| BENEFIT PLANS ADMIN SERVICES, INC.|NONE|$50,853|—|$50,853|

| IMPACT RETIREMENT ADVISORS|NONE|$20,783|—|$20,783|

| BGM CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BENEFIT PLANS ADMIN SERVICES, INC.](https://planprovider.pro/provider/bpas) — NONE

- [BGM CPA, LLC](https://planprovider.pro/provider/bgm-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,636

- **Estimated Expense Ratio:** 0.341% 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|$73,882|—|—|—|—|

| 2023|$65,742|—|—|—|—|

| 2022|$58,228|—|—|—|$58,228|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/boarman-kroos-vogel-group-inc-401k-plan)

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