# Boys & Girls Clubs Of South Puge 401(k) Plan
Source: https://planprovider.pro/companies/boys-girls-clubs-of-south-puget-sound-401k-plan

> Boys & Girls Clubs Of South Puge's 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boys & Girls Clubs Of South Puge

- **Sponsor EIN:** 910759832

- **Sponsor Address:** 3875 SOUTH 66TH STREET, TACOMA, WA, 98409

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

- **Total Participants:** 98

- **Total Assets:** $3.2M

## 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|98|$3.2M|$80,725|$197,646|

| 2023|99|$2.7M|$79,189|$176,969|

| 2022|99|$2.5M|$125,069|$130,619|

## 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|

| LPL FINANCIAL CORPORATION RPCP|INVESTMENT/FINANCIAL ADVI|$8,838|—|$8,838|

| ADP, INC.|RECORD KEEPER|$6,295|—|$6,295|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL CORPORATION RPCP](https://planprovider.pro/provider/equitable) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,133

- **Estimated Expense Ratio:** 0.472% 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|$15,134|$8,839|—|—|—|

| 2023|$7,750|—|—|—|—|

| 2022|—|—|—|—|—|

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