# Balt Usa, LLC DC Plan
Source: https://planprovider.pro/companies/balt-usa-llc-plan-001

> Balt Usa, LLC's DC plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Balt Usa, LLC

- **Sponsor EIN:** 452559253

- **Sponsor Address:** 29 PARKER, IRVINE, CA, 92618

- **Plan Type:** DC

- **Total Participants:** 327

- **Total Assets:** $15.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|327|$15.5M|$1.3M|$2.6M|

| 2023|215|$10.5M|$1.2M|$2.5M|

| 2022|215|$5.7M|$1.2M|$2.1M|

## 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|

| LPL FINANCIAL RPCP|ADVISOR|$56,114|—|$56,114|

| ASCENSUS LLC|RECORDKEEPER|$6,750|—|$6,750|

| PW PARTNERS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PW PARTNERS LLC](https://planprovider.pro/provider/pw-partners-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,864

- **Estimated Expense Ratio:** 0.405% 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|$72,353|—|—|—|—|

| 2023|$45,365|$45,365|—|—|—|

| 2022|$10,973|$10,918|—|—|—|

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