Plan Snapshot
- Plan Sponsor: Borderland Construction Company, INC.
- Sponsor EIN: 860323497
- Sponsor Address: 400 E 38TH ST P.O. BOX 27406, TUCSON, AZ, 85713
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 344 | $11.8M | $167,361 | $836,797 |
| 2023 | 326 | $9.7M | $163,814 | $819,065 |
| 2022 | 340 | $9.0M | $171,892 | $841,018 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $11,272 | — | $11,272 |
| REGIER CARR & MONROE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- REGIER CARR & MONROE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,272
- Estimated Expense Ratio: 0.095% 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 | $11,272 | — | $11,272 | — | — |
| 2023 | $28,137 | — | $28,137 | — | — |
| 2022 | $16,265 | — | $16,265 | — | — |