Plan Snapshot
- Plan Sponsor: Bd&J, PC
- Sponsor EIN: 260613208
- Sponsor Address: 11175 SANTA MONICA BLVD, LOS ANGELES, CA, 90025
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $6.1M
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 | 369 | $6.1M | $0 | $1.6M |
| 2023 | 300 | $4.1M | $0 | $1.2M |
| 2022 | 214 | $2.5M | $0 | $836,718 |
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 |
|---|---|---|---|---|
| CHARLESWORTH & RUGG, INC. | INVESTMENT/FINANCIAL ADVI | $22,647 | — | $22,647 |
| ADP, INC. | RECORD KEEPER | $15,035 | — | $15,035 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,682
- Estimated Expense Ratio: 0.616% 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 | $37,684 | $24,409 | — | — | — |
| 2023 | $22,262 | $15,348 | — | — | — |
| 2022 | $17,437 | — | — | — | — |