Plan Snapshot
- Plan Sponsor: Boll & Branch LLC
- Sponsor EIN: 462578196
- Sponsor Address: 1PROSPECT STREET, SUMMIT, NJ, 07901
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $7.8M
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 | 204 | $7.8M | $631,944 | $1.1M |
| 2023 | 169 | $5.8M | $569,814 | $1.1M |
| 2022 | 144 | $3.4M | $499,425 | $987,363 |
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 |
|---|---|---|---|---|
| COHNREZNIK LLP | Auditor | — | — | $0 |
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 | $52,578 | — | $52,578 | — | — |
| 2023 | $32,376 | — | $32,376 | — | — |
| 2022 | $20,232 | — | $20,232 | — | — |