Plan Snapshot
- Plan Sponsor: B & J Specialty, INC.
- Sponsor EIN: 351794553
- Sponsor Address: 7919 NORTH 100 EAST, WAWAKA, IN, 46794
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $5.4M
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 | 236 | $5.4M | $76,976 | $422,027 |
| 2023 | 224 | $4.6M | $105,133 | $365,763 |
| 2022 | 179 | $3.5M | $64,431 | $316,063 |
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 |
|---|---|---|---|---|
| DULIN, WARD & DEWALD, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DULIN, WARD & DEWALD, INC. — 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 | $31,299 | $5,123 | $4,070 | — | — |
| 2023 | $22,691 | $4,118 | — | — | — |
| 2022 | $20,889 | $3,555 | $17,334 | — | — |