Plan Snapshot
- Plan Sponsor: Bosselman Administrative Services, INC.
- Sponsor EIN: 271843513
- Sponsor Address: 3123 S LOCUST ST., STE A, GRAND ISLAND, NE, 68802
- Plan Type: 401(k)
- Total Participants: 923
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 923 | $14.5M | $390,413 | $1.2M |
| 2023 | 884 | $13.2M | $384,940 | $1.1M |
| 2022 | 849 | $11.2M | $350,298 | $1.1M |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY, P.C. — 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 | $94,971 | $42,973 | — | — | — |
| 2023 | $90,356 | $38,662 | — | — | — |
| 2022 | $41,283 | $10,085 | $26,814 | — | $4,384 |