Plan Snapshot
- Plan Sponsor: Cook & Boardman Group, LLC
- Sponsor EIN: 272424824
- Sponsor Address: 3064 SALEM INDUSTRIAL DR., WINSTON SALEM, NC, 27127
- Plan Type: 401(k)
- Total Participants: 2,933
- Total Assets: $120.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,933 | $120.1M | $5.0M | $12.1M |
| 2023 | 2,109 | $90.9M | $4.0M | $9.6M |
| 2022 | 1,940 | $71.9M | $3.4M | $8.0M |
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 |
|---|---|---|---|---|
| BUTLER AND BURKE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $259,593 | $92,937 | $27,651 | — | — |
| 2023 | $216,546 | $33,908 | $6,676 | — | — |
| 2022 | $205,676 | $22,072 | — | — | — |