# Boddie-Noell Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/boddie-noell-enterprises-inc-401k-plan

> Boddie-Noell Enterprises, INC.'s 401(k) plan: 4,230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boddie-Noell Enterprises, INC.

- **Sponsor EIN:** 560751071

- **Sponsor Address:** PO BOX 1908, ROCKY MOUNT, NC, 278021908

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

- **Total Participants:** 4,230

- **Total Assets:** $64.0M

## 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|4,230|$64.0M|$553,365|$2.1M|

| 2023|3,554|$59.8M|$422,928|$1.9M|

| 2022|3,602|$56.2M|$467,412|$2.0M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$107,703|—|$107,703|

| CAPTRUST FINANCIAL PARTNERS, LLC|CONSULTANT|$30,568|—|$30,568|

| PBMARES|ACCOUNTANT|$21,857|—|$21,857|

### Verified Provider Profiles

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

- [PBMARES](https://planprovider.pro/provider/pbmares-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $160,128

- **Estimated Expense Ratio:** 0.250% 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|$154,482|$24,597|—|$22,057|—|

| 2023|$164,212|$23,881|—|$22,898|—|

| 2022|$177,720|$23,185|$133,115|—|$21,420|

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