# Boehl Stopher & Graves, LLP 401(k) Plan
Source: https://planprovider.pro/companies/boehl-stopher-graves-llp-401k-plan

> Boehl Stopher & Graves, LLP's 401(k) plan: 33 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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