Plan Snapshot
- Plan Sponsor: Badger Valley Investments, LLC
- Sponsor EIN: 263311496
- Sponsor Address: 333 N BUTLER ROAD, PAULS VALLEY, OK, 73075
- Plan Type: 401(k)
- Total Participants: 303
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 303 | $4.0M | $361,307 | $780,442 |
| 2023 | 287 | $2.9M | $386,846 | $804,933 |
| 2022 | 243 | $1.6M | $387,070 | $1.0M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | $12,065 | — | $12,065 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,065
- Estimated Expense Ratio: 0.303% 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 | $44,843 | $16,495 | — | $12,065 | — |
| 2023 | $26,789 | $10,396 | — | — | — |
| 2022 | $9,775 | $3,924 | $5,851 | — | — |