# Boots Retail Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/boots-retail-usa-inc-401k-plan

> Boots Retail Usa, INC.'s 401(k) plan: 56 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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