# B. J. Baldwin Electric, INC. 401(k) Plan
Source: https://planprovider.pro/companies/b-j-baldwin-electric-inc-401k-plan

> B. J. Baldwin Electric, INC.'s 401(k) plan: 394 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** B. J. Baldwin Electric, INC.

- **Sponsor EIN:** 232066282

- **Sponsor Address:** 7060 DIVISION HIGHWAY, NARVON, PA, 17555

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

- **Total Participants:** 394

- **Total Assets:** $28.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|394|$28.1M|$390,737|$1.1M|

| 2023|403|$26.8M|$363,284|$1.1M|

| 2022|395|$24.7M|$377,410|$1.1M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$32,563|—|$32,563|

| FIDELITY WORKPLACE SERVICES, LLC|PLAN ADMINISTRATOR|$31,314|—|$31,314|

| STRATEGIC ADVISORS, INC.|ADVISOR|$12,293|—|$12,293|

| MCKONLY & ASBURY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MCKONLY & ASBURY LLP](https://planprovider.pro/provider/mckonly-and-asbury-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,170

- **Estimated Expense Ratio:** 0.271% 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|$76,169|$44,855|$9,875|—|—|

| 2023|$67,891|$33,150|$9,885|—|—|

| 2022|$87,884|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/b-j-baldwin-electric-inc-401k-plan)

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