# Boisset Family Estates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/boisset-family-estates-inc-401k-plan

> Boisset Family Estates, INC.'s 401(k) plan: 286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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