# Van Boerum & Frank Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/van-boerum-frank-associates-inc-401k-plan

> Van Boerum & Frank Associates, INC.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Van Boerum & Frank Associates, INC.

- **Sponsor EIN:** 870292348

- **Sponsor Address:** 181 EAST 5600 SOUTH, MURRAY, UT, 84107

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

- **Total Participants:** 137

- **Total Assets:** $10.4M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|137|$10.4M|$112,822|$850,755|

| 2023|135|$10.3M|$0|$670,307|

| 2022|121|$9.6M|$0|$540,017|

## 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|

| EIDE BAILLY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — 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|$57,355|—|$57,355|—|—|

| 2023|$43,480|—|$43,480|—|—|

| 2022|$111,691|—|—|—|$111,691|

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