Plan Snapshot
- Plan Sponsor: Bob Boyd Auto Family
- Sponsor EIN: 310794810
- Sponsor Address: 2445 BILLINGSLEY ROAD, COLUMBUS, OH, 43235
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 121 | $10.9M | $116,621 | $603,770 |
| 2023 | 116 | $9.5M | $117,050 | $621,296 |
| 2022 | 116 | $8.1M | $121,324 | $660,322 |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $58,754 | $35,727 | $23,027 | — | — |
| 2023 | $53,997 | $32,496 | $4,820 | — | — |
| 2022 | $54,355 | $33,431 | $20,924 | — | — |