# Boulay Pllp 401(k) Plan
Source: https://planprovider.pro/companies/boulay-pllp-410887288-001

> Boulay Pllp's 401(k) plan: 287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boulay Pllp

- **Sponsor EIN:** 410887288

- **Sponsor Address:** 11095 VIKING DRIVE, EDEN PRAIRIE, MN, 55344

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 287

- **Total Assets:** $69.1M

## 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|287|$69.1M|$1.6M|$3.7M|

| 2023|280|$65.7M|$1.5M|$3.2M|

| 2022|255|$54.1M|$1.3M|$2.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$28,580|—|$28,580|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$6,645|—|$6,645|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,225

- **Estimated Expense Ratio:** 0.051% 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|$35,225|$6,645|—|—|—|

| 2023|$23,445|$3,909|—|—|—|

| 2022|$30,026|$1,935|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/boulay-pllp-410887288-001)

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