Plan Snapshot
- Plan Sponsor: Boots Retail Usa, INC.
- Sponsor EIN: 020613669
- Sponsor Address: 433 W VAN BUREN ST, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $10.8M
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 | 56 | $10.8M | $524,440 | $995,237 |
| 2023 | 92 | $9.3M | $538,105 | $961,892 |
| 2022 | 109 | $7.7M | $500,051 | $850,091 |
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 |
|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | ADVISOR | $29,631 | — | $29,631 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $27,864 | — | $27,864 |
| ACCAVALLO & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,495
- Estimated Expense Ratio: 0.534% 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 | $57,495 | $29,631 | — | — | — |
| 2023 | $55,105 | $29,621 | — | — | — |
| 2022 | $63,190 | — | — | — | — |