Plan Snapshot
- Plan Sponsor: Boys & Girls Clubs Of The Valley, INC.
- Sponsor EIN: 860550646
- Sponsor Address: 4309 E. BELLEVIEW RD., BLDG. #14, PHOENIX, AZ, 85008
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $7.1M
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 | 337 | $7.1M | $479,458 | $134,713 |
| 2023 | 173 | $4.8M | $397,149 | $0 |
| 2022 | 152 | $4.7M | $326,409 | $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 |
|---|---|---|---|---|
| PINNACLE PLAN DESIGN LLC | CONTRACT ADMIN | $11,040 | — | $11,040 |
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,040
- Estimated Expense Ratio: 0.156% 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 | $17,671 | $15,541 | $1,130 | — | — |
| 2023 | $27,716 | $9,942 | $8,941 | — | — |
| 2022 | $21,320 | $10,373 | $10,947 | — | — |