# Stan Boyett & Son, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stan-boyett-son-inc-401k-plan

> Stan Boyett & Son, INC.'s 401(k) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stan Boyett & Son, INC.

- **Sponsor EIN:** 942456460

- **Sponsor Address:** 601 MCHENRY AVE., MODESTO, CA, 95350

- **Plan Type:** 401(k)

- **Total Participants:** 94

- **Total Assets:** $11.7M

## 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|94|$11.7M|$451,085|$752,772|

| 2023|100|$10.2M|$395,236|$701,895|

| 2022|138|$9.0M|$378,357|$630,913|

## 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|

| OLIVEIRA WEALTH, LLC|INVESTMENT ADVISORY-PLAN|$21,328|—|$21,328|

| PRIEST AMISTADI|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRIEST AMISTADI](https://planprovider.pro/provider/priest-amistadi) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,328

- **Estimated Expense Ratio:** 0.182% 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|$36,222|$21,328|$14,894|—|—|

| 2023|$98,542|—|$98,542|—|—|

| 2022|$66,045|—|$66,045|—|—|

## Similar Plans

- [Dcor, LLC](https://planprovider.pro/companies/dcor-llc-401k-plan) — 341 participants

- [Hunt & Sons, INC.](https://planprovider.pro/companies/hunt-sons-inc-401k-plan) — 452 participants

- [Southern Counties Oil Company, A California Limited Partnership](https://planprovider.pro/companies/southern-counties-oil-company-a-california-limited-partnership-401k-plan) — 687 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stan-boyett-son-inc-401k-plan)

© 2026 PlanProvider.Pro