Plan Snapshot
- Plan Sponsor: Bost, INC.
- Sponsor EIN: 710539738
- Sponsor Address: P.O BOX 11495, FORT SMITH, AR, 72917
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 639
- Total Assets: $9.6M
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. |
|---|---|---|---|---|
| 2025 | 639 | $9.6M | $0 | $0 |
| 2024 | 595 | $9.2M | $323,668 | $488,479 |
| 2023 | 585 | $8.6M | $361,916 | $560,262 |
| 2022 | 615 | $8.4M | $418,772 | $627,439 |
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 |
|---|---|---|---|---|
| FIRST NATIONAL BANK OF FORT SMITH | Other Service Provider | $29,545 | — | $29,545 |
| FUTURE CAPITAL | Other Service Provider | $27,361 | — | $27,361 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,906
- Estimated Expense Ratio: 0.591% 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 |
|---|---|---|---|---|---|
| 2025 | $650,624 | — | — | — | — |
| 2024 | $56,906 | — | — | — | — |
| 2023 | $41,866 | — | — | — | — |
| 2022 | $37,638 | — | — | — | — |