Plan Snapshot
- Plan Sponsor: Bossard U.S. Holdings, INC.
- Sponsor EIN: 020513635
- Sponsor Address: 6521 PRODUCTION DR., CEDAR FALLS, IA, 506137433
- Plan Type: 401(k)
- Total Participants: 377
- Total Assets: $42.1M
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 | 377 | $42.1M | $1.2M | $1.8M |
| 2023 | 389 | $36.4M | $1.2M | $1.8M |
| 2022 | 397 | $30.8M | $1.1M | $1.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $146,882 | — | $146,882 |
| CREATIVE PLANNING, INC. | Investment Advisor | — | $66,658 | $66,658 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,540
- Estimated Expense Ratio: 0.507% 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 | $146,882 | — | $146,882 | — | — |
| 2023 | $131,217 | — | $131,217 | — | — |
| 2022 | $123,664 | — | $123,664 | — | — |