# Box Acquisitions, LLC (Dba Box Partners, LLC) 401(k) Plan
Source: https://planprovider.pro/companies/box-acquisitions-llc-d-b-a-box-partners-llc-401k-plan

> Box Acquisitions, LLC (Dba Box Partners, LLC)'s 401(k) plan: 411 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Box Acquisitions, LLC (Dba Box Partners, LLC)

- **Sponsor EIN:** 271454192

- **Sponsor Address:** 2650 GALVIN DRIVE, ELGIN, IL, 60124

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

- **Total Participants:** 411

- **Total Assets:** $12.5M

## 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|411|$12.5M|$569,888|$1.3M|

| 2023|177|$4.8M|$75,250|$574,387|

| 2022|248|$3.7M|$0|$366,479|

## 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|

| ALLIANT RETIREMENT SERVICES|ADVISOR|$33,017|—|$33,017|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$24,659|—|$24,659|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### 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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,676

- **Estimated Expense Ratio:** 0.460% 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|$57,724|$33,065|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$3,209|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/box-acquisitions-llc-d-b-a-box-partners-llc-401k-plan)

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