# Bourbon Heights, INC. 403(b) Plan
Source: https://planprovider.pro/companies/bourbon-heights-inc-403b-plan

> Bourbon Heights, INC.'s 403(b) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bourbon Heights, INC.

- **Sponsor EIN:** 610605767

- **Sponsor Address:** 2000 SOUTH MAIN STREET, PARIS, KY, 40361

- **Plan Type:** 403(b)

- **Total Participants:** 88

- **Total Assets:** $650,332

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|88|$650,332|$11,618|$16,674|

| 2023|90|$674,390|$9,563|$9,741|

| 2022|106|$735,224|$8,089|$20,084|

## 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|

| JONES, NALE & MATTINGLY PLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JONES, NALE & MATTINGLY PLC](https://planprovider.pro/provider/jones-nale-and-mattingly-plc) — 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|$540|—|—|—|—|

| 2023|$460|—|—|—|—|

| 2022|$520|—|$520|—|—|

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