Plan Snapshot
- Plan Sponsor: B4corp
- Sponsor EIN: 272266870
- Sponsor Address: 20963 CISCO LANE, LEESBURG, VA, 20175
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 114
- Total Assets: $25.6M
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. |
|---|---|---|---|---|
| 2025 | 114 | $25.6M | $0 | $0 |
| 2024 | 102 | $22.4M | $1.8M | $1.9M |
| 2023 | 95 | $17.0M | $1.6M | $1.5M |
| 2022 | 97 | $12.5M | $1.4M | $1.3M |
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 |
|---|---|---|---|---|
| DAVIDSON, DOYLE & HILTON LLP | 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 |
|---|---|---|---|---|---|
| 2025 | $4,966,127 | — | $4,947 | — | — |
| 2024 | $6,067 | — | $6,067 | — | — |
| 2023 | $4,470 | — | $4,470 | — | — |
| 2022 | $1,930,383 | — | — | — | — |