# Cook & Boardman Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cook-boardman-group-llc-401k-plan

> Cook & Boardman Group, LLC's 401(k) plan: 2,933 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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