Plan Snapshot
- Plan Sponsor: Balda C Brewer, INC.
- Sponsor EIN: 952639255
- Sponsor Address: 4501 EAST WALL STREET, ONTARIO, CA, 91761
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $5.6M
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 | 85 | $5.6M | $134,645 | $355,470 |
| 2023 | 263 | $5.8M | $159,500 | $433,736 |
| 2022 | 669 | $4.5M | $141,783 | $402,427 |
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 |
|---|---|---|---|---|
| PKC KUEBLER, APR | Auditor | — | — | $0 |
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 | $35,305 | $14,477 | — | — | — |
| 2023 | $26,797 | $12,129 | — | — | — |
| 2022 | $26,018 | $11,603 | — | — | — |