Plan Snapshot
- Plan Sponsor: Bambee, INC.
- Sponsor EIN: 811907927
- Sponsor Address: 304 S BROADWAY, LOS ANGELES, CA, 90013
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $2.8M
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 | 26 | $2.8M | $0 | $284,403 |
| 2023 | 66 | $2.9M | $341,739 | $816,985 |
| 2022 | 130 | $2.0M | $451,507 | $792,170 |
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 |
|---|---|---|---|---|
| FORUSALL ADVISORS, LLC | ADMINISTRATOR | $11,325 | — | $11,325 |
| AT RETIREMENT SERVICES, LLC | N/A | $8,810 | — | $8,810 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,135
- Estimated Expense Ratio: 0.730% 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 | $20,138 | — | $11,328 | — | — |
| 2023 | $21,111 | — | $9,248 | — | — |
| 2022 | $10,729 | — | — | — | $10,729 |