Plan Snapshot
- Plan Sponsor: Boy Scouts Of America
- Sponsor EIN: 221576300
- Sponsor Address: 1325 W WALNUT HILL LANE, IRVING, TX, 750383008
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 4,244
- Total Assets: $292.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,244 | $292.2M | $7.3M | $23.1M |
| 2023 | 4,216 | $245.9M | $7.1M | $22.1M |
| 2022 | 3,923 | $198.3M | $6.6M | $20.4M |
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 | $443,103 | — | $443,103 |
| LCG ASSOCIATES, INC. | Other Service Provider | $50,000 | — | $50,000 |
| HARPER & PEARSON COMPANY, P.C. | Auditor | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — 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: $513,103
- Estimated Expense Ratio: 0.176% 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 | $517,899 | — | $428,901 | $20,000 | — |
| 2023 | $523,273 | — | — | $20,000 | — |
| 2022 | $498,874 | — | — | — | — |