Plan Snapshot
- Plan Sponsor: B & B Manufacturing Co., INC.
- Sponsor EIN: 952076912
- Sponsor Address: 27940 BEALE COURT, VALENCIA, CA, 913551210
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $16.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 209 | $16.2M | $368,162 | $1.1M |
| 2023 | 214 | $14.2M | $352,380 | $1.0M |
| 2022 | 214 | $12.4M | $320,205 | $993,291 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $53,247 | — | $53,247 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $30,198 | — | $30,198 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $16,963 | — | $16,963 |
| HEDMAN PARTNERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEDMAN PARTNERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,408
- Estimated Expense Ratio: 0.619% 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 | $109,180 | — | $109,180 | — | — |
| 2023 | $89,075 | — | $89,075 | — | — |
| 2022 | $86,323 | — | $525 | — | — |