Plan Snapshot
- Plan Sponsor: Bosma Industries For The Blind
- Sponsor EIN: 311246086
- Sponsor Address: 6270 CORPORATE DRIVE, INDIANAPOLIS, IN, 46278
- Plan Type: 403(b)
- Total Participants: 190
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 190 | $9.9M | $261,222 | $704,965 |
| 2023 | 202 | $8.6M | $223,164 | $654,790 |
| 2022 | 165 | $7.1M | $212,353 | $605,223 |
| 2021 | 181 | $8.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $37,705 | — | — | — | — |
| 2023 | $22,916 | — | — | — | — |
| 2022 | $36,950 | $26,554 | $10,396 | — | — |
| 2021 | $37,147 | $34,628 | $2,519 | — | — |