Plan Snapshot
- Plan Sponsor: Boyd Jones Construction Co.
- Sponsor EIN: 470482284
- Sponsor Address: 950 S 10TH STREET, OMAHA, NE, 68108
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 183
- Total Assets: $17.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 183 | $17.2M | $456,312 | $1.3M |
| 2023 | 152 | $15.8M | $417,124 | $1.3M |
| 2022 | 130 | $13.1M | $368,556 | $1.1M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $25,449 | — | $25,449 |
| UBS FINANCIAL SERVICES INC. | Investment Advisor | $20,631 | — | $20,631 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,080
- Estimated Expense Ratio: 0.268% 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 | $46,080 | $20,631 | $25,449 | — | — |
| 2023 | $41,730 | $20,861 | $20,869 | — | — |
| 2022 | $47,619 | $17,218 | $19,848 | — | $10,553 |