# Boys & Girls Clubs Of The Valley, INC. 401(k) Plan
Source: https://planprovider.pro/companies/boys-girls-clubs-of-the-valley-inc-plan-003

> Boys & Girls Clubs Of The Valley, INC.'s 401(k) plan: 337 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 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](https://planprovider.pro/provider/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|—|—|

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