# Ba Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ba-holdings-inc-401k-plan

> Ba Holdings, INC.'s 401(k) plan: 816 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MARSH AND MCLENNAN COMPANIES,](https://planprovider.pro/provider/marsh-mclennan-agency) — NONE

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|—|—|

## Similar Plans

- [Satco, INC.](https://planprovider.pro/companies/satco-inc-401k-plan) — 401 participants

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