Plan Snapshot
- Plan Sponsor: Boka Powell, LLC
- Sponsor EIN: 752850109
- Sponsor Address: 8080 PARK LANE, DALLAS, TX, 75231
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 84 | $13.2M | $230,324 | $455,580 |
| 2023 | 90 | $12.8M | $359,689 | $802,156 |
| 2022 | 112 | $10.7M | $341,197 | $792,495 |
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 |
|---|---|---|---|---|
| CJ CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CJ CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $47,076 | $25,616 | — | — | — |
| 2023 | $43,297 | $22,439 | — | $120 | — |
| 2022 | $40,268 | — | — | — | — |