Plan Snapshot
- Plan Sponsor: Boyd Aluminum Manufacturing Co.
- Sponsor EIN: 440657812
- Sponsor Address: PO BOX 2115, SPRINGFIELD, MO, 65801
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $13.6M
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 | 326 | $13.6M | $59,817 | $1.0M |
| 2023 | 200 | $11.9M | $49,137 | $828,502 |
| 2022 | 194 | $9.9M | $43,204 | $727,494 |
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 | $32,784 | — | $32,784 |
| HEIM YOUNG & ASSOCIATES INC | ADVISOR | $30,226 | — | $30,226 |
| RMMC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,010
- Estimated Expense Ratio: 0.463% 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 | $63,010 | $30,226 | — | — | — |
| 2023 | $55,157 | $26,040 | — | — | — |
| 2022 | $57,080 | — | — | — | — |