Plan Snapshot
- Plan Sponsor: J. M. Bozeman Enterprises, INC.
- Sponsor EIN: 710793001
- Sponsor Address: 166 SELTZER LANE, MALVERN, AR, 72104
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 255 | $4.2M | $155,570 | $363,644 |
| 2023 | 256 | $3.7M | $181,804 | $384,055 |
| 2022 | 254 | $3.1M | $165,332 | $326,914 |
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 |
|---|---|---|---|---|
| WELCH, COUCH, & COMPNANY, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WELCH, COUCH, & COMPNANY, PA — Auditor
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 | $5,375 | — | — | — | — |
| 2023 | $3,850 | — | — | — | — |
| 2022 | $3,175 | — | — | — | — |