# U.S. Borax INC. 401(k) Plan
Source: https://planprovider.pro/companies/u-s-borax-inc-401k-plan

> U.S. Borax INC.'s 401(k) plan: 664 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** U.S. Borax INC.

- **Sponsor EIN:** 980047580

- **Sponsor Address:** 4700 DAYBREAK PARKWAY, SOUTH JORDAN, UT, 84009

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

- **Total Participants:** 664

- **Total Assets:** $76.2M

## 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|664|$76.2M|$2.5M|$3.7M|

| 2023|607|$71.7M|$2.3M|$3.6M|

| 2022|617|$62.3M|$2.0M|$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|

| BDO USA, P.C.|Auditor|$31,348|—|$31,348|

### Verified Provider Profiles

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,348

- **Estimated Expense Ratio:** 0.041% 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|$40,122|—|—|$31,348|—|

| 2023|$48,465|—|—|$29,955|—|

| 2022|$51,161|—|$3,650|—|$45,162|

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