# Boatright Company, INC. DC Plan
Source: https://planprovider.pro/companies/boatright-company-inc-plan

> Boatright Company, INC.'s DC plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boatright Company, INC.

- **Sponsor EIN:** 481259658

- **Sponsor Address:** 653B BLACK CREEK ROAD, BIRMINGHAM, AL, 352171180

- **Plan Type:** DC

- **Total Participants:** 90

- **Total Assets:** $8.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|90|$8.3M|$206,614|$372,194|

| 2023|85|$7.7M|$203,660|$374,983|

| 2022|81|$6.5M|$185,590|$331,309|

## 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|

| JONES CAPITAL EQUITIES MGMT INC|NONE|$5,765|—|$5,765|

| MDA PROFESSIONAL GROUP, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MDA PROFESSIONAL GROUP, P.C.](https://planprovider.pro/provider/mda-professional-group-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,765

- **Estimated Expense Ratio:** 0.069% 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|$8,509|—|$8,509|—|—|

| 2023|$5,483|—|$5,483|—|—|

| 2022|$9,656|—|—|—|$9,656|

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