# Boyer & Ritter Cpas 401(k) Plan
Source: https://planprovider.pro/companies/boyer-ritter-cpas-231311005-001

> Boyer & Ritter Cpas's 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boyer & Ritter Cpas

- **Sponsor EIN:** 231311005

- **Sponsor Address:** 211 HOUSE AVENUE, CAMP HILL, PA, 17011

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

- **Plan Number:** 001

- **Total Participants:** 120

- **Total Assets:** $52.3M

## 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|120|$52.3M|$1.0M|$1.2M|

| 2023|116|$47.9M|$890,814|$1.2M|

| 2022|107|$41.9M|$788,285|$980,093|

## 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|

| LETORT MANAGEMENT & TRUST CO.|Other Service Provider|$120,293|—|$120,293|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $120,293

- **Estimated Expense Ratio:** 0.230% 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|$120,293|$119,143|—|—|—|

| 2023|$109,459|$108,309|—|—|—|

| 2022|$99,403|—|—|—|$99,403|

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