# Boyd Watterson Asset Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/boyd-watterson-asset-management-llc-401k-plan

> Boyd Watterson Asset Management, LLC's 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boyd Watterson Asset Management, LLC

- **Sponsor EIN:** 341922005

- **Sponsor Address:** 1301 EAST 9TH STREET, SUITE 2900, CLEVELAND, OH, 441143179

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

- **Total Participants:** 127

- **Total Assets:** $31.1M

## 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|127|$31.1M|$1.5M|$2.1M|

| 2023|126|$24.8M|$1.3M|$1.9M|

| 2022|125|$18.3M|$1.4M|$1.8M|

## 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|

| BARNES WENDLING CPAS, INC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$44,896|—|—|—|—|

| 2023|$32,934|—|—|—|—|

| 2022|$31,796|—|—|—|—|

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