Plan Snapshot
- Plan Sponsor: Bally Americas INC.
- Sponsor EIN: 132665498
- Sponsor Address: 9720 WILSHIRE BOULEVARD, 6TH FLOOR, BEVERLY HILLS, CA, 90212
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $6.9M | $259,733 | $0 |
| 2023 | 2 | $6.6M | $339,515 | $0 |
| 2022 | 4 | $5.9M | $439,371 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $121,665 | — | $121,665 |
| FIRST MANHATTAN CO. | Other Service Provider | $64,743 | — | $64,743 |
| SHEEHAN & COMPANY, CPA, PC | Other Service Provider | $14,000 | — | $14,000 |
| BANK OF AMERICA, N.A. | Other Service Provider | $6,962 | — | $6,962 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $207,370
- Estimated Expense Ratio: 3.024% 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 | $251,630 | $64,743 | — | $1,000 | — |
| 2023 | $251,204 | $87,774 | — | $22,000 | — |
| 2022 | $280,205 | $58,778 | — | — | $80,014 |