# Bakelite LLC 401(k) Plan
Source: https://planprovider.pro/companies/bakelite-llc-401k-plan

> Bakelite LLC's 401(k) plan: 624 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bakelite LLC

- **Sponsor EIN:** 831686340

- **Sponsor Address:** 1040 CROWN POINTE PKWY, ATLANTA, GA, 30338

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

- **Total Participants:** 624

- **Total Assets:** $81.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|624|$81.2M|$5.0M|$6.5M|

| 2023|596|$70.7M|$5.5M|$6.1M|

| 2022|618|$59.0M|$3.1M|$4.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$77,995|—|$77,995|

| GALLAGHER FIDUCIARY ADVISORS LLC|ADVISOR|$50,000|—|$50,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$31,042|—|$31,042|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $159,037

- **Estimated Expense Ratio:** 0.196% 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|$158,987|$81,042|$300|—|—|

| 2023|$139,699|$74,700|—|—|—|

| 2022|$110,010|$7,834|—|—|—|

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