Plan Snapshot
- Plan Sponsor: Ba Holdings, INC.
- Sponsor EIN: 330712701
- Sponsor Address: 3016 KANSAS AVE, RIVERSIDE, CA, 925073428
- Plan Type: 401(k)
- Total Participants: 816
- Total Assets: $67.6M
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 | 816 | $67.6M | $2.1M | $2.9M |
| 2023 | 790 | $64.8M | $2.0M | $2.8M |
| 2022 | 823 | $62.2M | $2.1M | $2.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $89,068 | — | $89,068 |
| MARSH AND MCLENNAN COMPANIES, | NONE | $47,250 | — | $47,250 |
| CLIFTON LARSON ALLEN LLP | NONE | $30,240 | — | $30,240 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MARSH AND MCLENNAN COMPANIES, — NONE
- CLIFTON LARSON ALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,558
- Estimated Expense Ratio: 0.246% 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 | $166,558 | $47,250 | — | $30,240 | — |
| 2023 | $80,652 | $11,813 | $3,150 | — | — |
| 2022 | $92,155 | — | — | — | — |