Plan Snapshot
- Plan Sponsor: Baesman Group, INC.
- Sponsor EIN: 310646372
- Sponsor Address: 4477 REYNOLDS DR., HILLIARD, OH, 430261261
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $11.9M
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 | 124 | $11.9M | $181,314 | $559,952 |
| 2023 | 123 | $11.3M | $182,108 | $533,277 |
| 2022 | 127 | $9.7M | $164,556 | $498,775 |
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 |
|---|---|---|---|---|
| PW PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PW PARTNERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $21,016 | — | — | — | — |
| 2023 | $19,485 | — | — | — | — |
| 2022 | $21,255 | — | $21,255 | — | — |