Plan Snapshot
- Plan Sponsor: Boehl Stopher & Graves, LLP
- Sponsor EIN: 610465580
- Sponsor Address: 400 WEST MARKET STREET, LOUISVILLE, KY, 402023354
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 33 | $16.4M | $155,846 | $117,672 |
| 2023 | 49 | $17.4M | $287,203 | $214,157 |
| 2022 | 57 | $16.7M | $366,816 | $297,108 |
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 |
|---|---|---|---|---|
| LOUIS T. ROTH & CO., PLLC | Auditor | — | — | $0 |
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 | $67,923 | — | — | — | — |
| 2023 | $39,103 | — | — | — | — |
| 2022 | $39,630 | — | — | — | — |