Plan Snapshot
- Plan Sponsor: Bosley, INC.
- Sponsor EIN: 954233663
- Sponsor Address: 9100 WILSHIRE BLVD EAST TOWER PENTH, BEVERLY HILLS, CA, 90212
- Plan Type: 401(k)
- Total Participants: 1,120
- Total Assets: $71.9M
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 | 1,120 | $71.9M | $923,973 | $5.5M |
| 2023 | 1,285 | $69.0M | $1.1M | $5.8M |
| 2022 | 1,340 | $59.2M | $1.0M | $5.3M |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY, LLP | Auditor | $25,800 | — | $25,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,800
- Estimated Expense Ratio: 0.036% 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 | $336,358 | $215,082 | $25,280 | $25,800 | — |
| 2023 | $328,369 | $183,022 | $57,405 | $24,400 | — |
| 2022 | $286,723 | $244,979 | $41,744 | — | — |