Plan Snapshot
- Plan Sponsor: Boy Scouts Of America
- Sponsor EIN: 221576300
- Sponsor Address: PO BOX 152079, IRVING, TX, 750152079
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,776
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,776 | $1.5B | $0 | $0 |
| 2023 | 2,033 | $1.4B | $13.2M | $0 |
| 2022 | 2,204 | $1.4B | $24.6M | $0 |
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 |
|---|---|---|---|---|
| J P MORGAN | Recordkeeper | $2,558,860 | — | $2,558,860 |
| LIFEWORKS | Other Service Provider | $725,563 | — | $725,563 |
| COOKE & BIELER LP | Other Service Provider | $587,190 | — | $587,190 |
| PYRFORD INTERNATIONAL PLC | Other Service Provider | $558,534 | — | $558,534 |
| BAILIE GIFFORD | Other Service Provider | $537,049 | — | $537,049 |
| THE NORTHERN TRUST | Other Service Provider | $502,291 | $10,157 | $512,448 |
| LCG ASSOCIATES INC. | Other Service Provider | $245,312 | — | $245,312 |
| SHENKMAN CAPITAL MANAGEMENT | Other Service Provider | $245,312 | — | $245,312 |
| BLACKROCK FINANCIAL INC | Other Service Provider | $238,589 | — | $238,589 |
| TOWERS WATSON DELAWARE INC. | Recordkeeper | $141,456 | — | $141,456 |
| TELUS HEALTH | Other Service Provider | $58,584 | — | $58,584 |
| HARPER & PEARSON COMPANY P.C. | Auditor | $47,000 | — | $47,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J P MORGAN — Recordkeeper
- TOWERS WATSON DELAWARE INC. — Recordkeeper
- HARPER & PEARSON COMPANY P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,455,897
- Estimated Expense Ratio: 0.438% 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 | $6,597,349 | $4,943,826 | — | — | — |
| 2023 | $6,892,469 | $5,195,440 | — | — | — |
| 2022 | $6,738,789 | $4,829,952 | — | — | — |