Plan Snapshot
- Plan Sponsor: B&B Transportation INC.
- Sponsor EIN: 061276877
- Sponsor Address: 41 VILLAGE LANE, BETHANY, CT, 06524
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $1.3M
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 | 189 | $1.3M | $128,215 | $252,249 |
| 2023 | 168 | $974,184 | $139,419 | $258,644 |
| 2022 | 155 | $538,443 | $142,643 | $209,874 |
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 |
|---|---|---|---|---|
| WALSH AND DICKINSON | Auditor | — | — | $0 |
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 | $2,638 | — | — | — | — |
| 2023 | $2,029 | — | — | — | — |
| 2022 | $925 | — | — | — | — |