# J. G. Boswell Company 401(k) Plan
Source: https://planprovider.pro/companies/j-g-boswell-company-401k-plan

> J. G. Boswell Company's 401(k) plan: 685 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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