Plan Snapshot
- Plan Sponsor: Bogush INC.
- Sponsor EIN: 222086018
- Sponsor Address: 190 MAIN STREET, WALLINGTON, NJ, 07057
- Plan Type: DC
- Total Participants: 207
- Total Assets: $37.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 207 | $37.3M | $616,317 | $1.3M |
| 2023 | 190 | $31.1M | $561,564 | $1.2M |
| 2022 | 171 | $25.2M | $509,675 | $1.1M |
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 |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES, INC | ADVISOR | $48,037 | — | $48,037 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $41,256 | — | $41,256 |
| SAX LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AVANTAX ADVISORY SERVICES, INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SAX LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,293
- Estimated Expense Ratio: 0.240% 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 | $89,293 | $48,037 | — | — | — |
| 2023 | $74,160 | $39,603 | — | — | — |
| 2022 | $75,029 | — | — | — | — |