# Bachmann Industries, INC 401(k) Plan
Source: https://planprovider.pro/companies/bachmann-industries-inc-232181250-501

> Bachmann Industries, INC's 401(k) plan: 31 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Bachmann Industries, INC

- **Sponsor EIN:** 232181250

- **Sponsor Address:** 1400 EAST ERIE AVENUE, PHILADELPHIA, PA, 19124

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 31

- **Total Assets:** $153,933

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|31|$153,933|$0|$0|

| 2024|32|$229,223|$710,020|$2,448|

| 2023|28|$164,845|$492,799|$353|

| 2022|29|$186,789|$554,904|$311|

## 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|

| THE BENECON GROUP|Investment Advisor|$50,003|—|$50,003|

| CBIZ BENEFITS & INS. SERVICES|Investment Advisor|$22,406|—|$22,406|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$21,236|—|$21,236|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $93,645

- **Estimated Expense Ratio:** 60.835% 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|

| 2025|$943,705|—|—|—|—|

| 2024|$658,662|—|—|—|—|

| 2023|$672,631|—|—|—|—|

| 2022|$523,593|—|—|—|—|

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