Plan Snapshot
- Plan Sponsor: Bohannan-Huston, INC.
- Sponsor EIN: 850202170
- Sponsor Address: 7500 JEFFERSON STREET NE, ALBUQUERQUE, NM, 87109
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $56.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 260 | $56.7M | $1.6M | $2.5M |
| 2023 | 243 | $50.3M | $1.5M | $2.3M |
| 2022 | 249 | $45.8M | $1.1M | $2.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $49,546 | — | $49,546 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $44,187 | — | $44,187 |
| MOSS-ADAMS LLP | Auditor | $17,798 | — | $17,798 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
- MOSS-ADAMS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,531
- Estimated Expense Ratio: 0.197% 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 | $111,532 | $44,188 | — | $17,798 | — |
| 2023 | $104,477 | $43,352 | — | $17,816 | — |
| 2022 | $106,376 | $38,511 | — | — | $16,990 |