Plan Snapshot
- Plan Sponsor: Boys & Girls Clubs Of America
- Sponsor EIN: 136176007
- Sponsor Address: 230 LEXINGTON GREEN CIRCLE, STE 400, LEXINGTON, KY, 40503
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 7,281
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,281 | $14.5M | $31.5M | $0 |
| 2023 | 6,620 | $12.9M | $27.6M | $0 |
| 2022 | 5,959 | $9.9M | $21.0M | $0 |
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 |
|---|---|---|---|---|
| UMR, INC | Other Service Provider | $1,034,286 | $28,619 | $1,062,905 |
| RX BENEFITS, INC | Other Service Provider | $19,243 | — | $19,243 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,082,148
- Estimated Expense Ratio: 7.478% 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 | $1,765,249 | $59,163 | $1,552,861 | $23,000 | — |
| 2023 | $1,601,055 | $53,449 | $1,414,763 | $27,875 | — |
| 2022 | $1,335,695 | $50,578 | $1,207,590 | — | $38,250 |