Plan Snapshot
- Plan Sponsor: B S K Associates
- Sponsor EIN: 941633676
- Sponsor Address: 691 N. LAVERNE AVENUE, SUITE 101, FRESNO, CA, 937276820
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $10.7M
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 | 199 | $10.7M | $13,011 | $723,360 |
| 2023 | 184 | $8.9M | $50 | $671,189 |
| 2022 | 185 | $7.4M | $7,405 | $748,989 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH - EPS | ADVISOR | — | $15,047 | $15,047 |
| MERRILL LYNCH - FAS | ADVISOR | — | $7,022 | $7,022 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,069
- Estimated Expense Ratio: 0.207% 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 | $41,081 | $22,068 | $19,013 | — | — |
| 2023 | $32,744 | $17,611 | $15,133 | — | — |
| 2022 | $34,627 | $18,400 | $16,227 | — | — |