Plan Snapshot
- Plan Sponsor: I Am Boundless, INC.
- Sponsor EIN: 900817260
- Sponsor Address: 445 E. DUBLIN-GRANVILLE RD, BLDG H, WORTHINGTON, OH, 43085
- Plan Type: 401(k)
- Total Participants: 1,916
- Total Assets: $13.3M
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 | 1,916 | $13.3M | $1.2M | $1.8M |
| 2023 | 1,161 | $9.7M | $809,306 | $1.2M |
| 2022 | 1,165 | $8.3M | $716,636 | $998,586 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY 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 | $128,016 | $59,740 | $44,894 | — | — |
| 2023 | $108,632 | $7,085 | $68,938 | — | — |
| 2022 | $84,796 | — | $62,691 | — | — |