Plan Snapshot
- Plan Sponsor: Boj Of Wnc, LLC
- Sponsor EIN: 562204166
- Sponsor Address: 131 GLENN BRIDGE ROAD, ARDEN, NC, 28704
- Plan Type: 401(k)
- Total Participants: 2,177
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 2,177 | $3.6M | $102,703 | $811,124 |
| 2022 | 867 | $2.5M | $112,713 | $244,551 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $87,572 | — | $87,572 |
| ONE DIGITAL INVESTMENT ADVISORS | NONE | $16,346 | — | $16,346 |
| ELLIOTT DAVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,918
- Estimated Expense Ratio: 2.859% 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 |
|---|---|---|---|---|---|
| 2023 | $51,959 | $8,173 | $43,786 | — | — |
| 2022 | $47,083 | $7,645 | $39,438 | — | — |