Plan Snapshot
- Plan Sponsor: Bose Mckinney & Evans LLP
- Sponsor EIN: 350957980
- Sponsor Address: 111 MONUMENT CIRCLE, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $141.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 175 | $141.4M | $3.2M | $2.5M |
| 2023 | 168 | $124.0M | $3.2M | $2.4M |
| 2022 | 179 | $112.7M | $2.9M | $2.3M |
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 |
|---|---|---|---|---|
| BARNES, DENNIG & CO., LTD. | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES, DENNIG & CO., LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,000
- Estimated Expense Ratio: 0.015% 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 | $66,890 | $1,598 | $44,292 | $21,000 | — |
| 2023 | $55,197 | $808 | $33,390 | $20,999 | — |
| 2022 | $136,599 | $36,039 | $100,560 | — | — |