# B & J Specialty, INC. 401(k) Plan
Source: https://planprovider.pro/companies/b-j-specialty-inc-401k-plan

> B & J Specialty, INC.'s 401(k) plan: 236 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 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.](https://planprovider.pro/provider/dulin-ward-and-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|—|—|

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

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