Plan Snapshot
- Plan Sponsor: Boedeker Plastics INC.
- Sponsor EIN: 742514244
- Sponsor Address: 904 W 6TH ST, SHINER, TX, 77984
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $25.7M
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 | 190 | $25.7M | $147,028 | $984,032 |
| 2023 | 166 | $24.2M | $257,507 | $1.1M |
| 2022 | 146 | $20.0M | $248,472 | $956,481 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | ADVISOR | $47,825 | — | $47,825 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $24,763 | — | $24,763 |
| KIMBERLIN COMPANY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KIMBERLIN COMPANY PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,588
- Estimated Expense Ratio: 0.282% 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 | $73,669 | $48,906 | — | — | — |
| 2023 | $63,392 | $44,541 | — | — | — |
| 2022 | $59,940 | $2,827 | — | — | — |