Plan Snapshot
- Plan Sponsor: J. G. Boswell Company
- Sponsor EIN: 950563800
- Sponsor Address: 101 WEST WALNUT STREET, PASADENA, CA, 91103
- Plan Type: 401(k)
- Total Participants: 685
- Total Assets: $72.9M
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 | 685 | $72.9M | $4.0M | $3.9M |
| 2023 | 648 | $63.2M | $3.7M | $3.6M |
| 2022 | 643 | $53.1M | $3.6M | $3.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $151,724 | — | $151,724 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,724
- Estimated Expense Ratio: 0.208% 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 | $159,488 | — | $151,724 | — | — |
| 2023 | $131,619 | — | $131,619 | — | — |
| 2022 | $121,403 | — | $121,403 | — | — |