Plan Snapshot
- Plan Sponsor: Boisset Family Estates, INC.
- Sponsor EIN: 942681575
- Sponsor Address: 849 ZINFANDEL LANE, ST. HELENA, CA, 94574
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $23.2M
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 | 286 | $23.2M | $487,261 | $1.8M |
| 2023 | 297 | $20.2M | $552,251 | $1.8M |
| 2022 | 293 | $16.9M | $478,522 | $1.6M |
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 |
|---|---|---|---|---|
| RMR WEALTH BUILDERS INC | SERVICE PROVIDER | — | $55,713 | $55,713 |
| ALLIANCE BENEFIT GROUP OF HOUSTON | THIRDPARTY ADMINISTRATOR | — | $10,623 | $10,623 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $7,170 | — | $7,170 |
| CBIZ CPA'S P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RMR WEALTH BUILDERS INC — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,506
- Estimated Expense Ratio: 0.317% 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 | $146,640 | $7,173 | $138,417 | — | — |
| 2023 | $106,082 | — | $106,082 | — | — |
| 2022 | $106,050 | — | $106,050 | — | — |