# Badger Valley Investments, LLC 401(k) Plan
Source: https://planprovider.pro/companies/badger-valley-investments-llc-401k-plan

> Badger Valley Investments, LLC's 401(k) plan: 303 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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