# Boll & Branch LLC 401(k) Plan
Source: https://planprovider.pro/companies/boll-branch-llc-401k-plan

> Boll & Branch LLC's 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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