Plan Snapshot
- Plan Sponsor: B Lab Company
- Sponsor EIN: 205958773
- Sponsor Address: PO BOX 37635, PHILADELPHIA, PA, 191010635
- Plan Type: 403(b)
- Total Participants: 86
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 86 | $3.9M | $201,744 | $529,671 |
| 2023 | 91 | $3.4M | $216,936 | $598,053 |
| 2022 | 119 | $3.3M | $202,921 | $546,842 |
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 |
|---|---|---|---|---|
| GELMAN ROSENBERG & FREEDMAN | 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 | $36,441 | $17,054 | — | — | — |
| 2023 | $31,647 | $16,982 | — | — | — |
| 2022 | $27,761 | $15,802 | $11,959 | — | — |