# Bandwidth INC. 401(k) Plan
Source: https://planprovider.pro/companies/bandwidth-inc-401k-plan

> Bandwidth INC.'s 401(k) plan: 871 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bandwidth INC.

- **Sponsor EIN:** 562242657

- **Sponsor Address:** 2230 BANDMATE WAY, RALEIGH, NC, 27607

- **Plan Type:** 401(k)

- **Total Participants:** 871

- **Total Assets:** $107.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|871|$107.9M|$3.9M|$9.2M|

| 2023|894|$89.4M|$4.0M|$9.3M|

| 2022|879|$64.9M|$3.8M|$8.6M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$116,596|—|$116,596|

| EISNERAMPER LLP|ACCOUNTANT/AUDITOR|$14,000|—|$14,000|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $130,596

- **Estimated Expense Ratio:** 0.121% 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|$130,596|$116,596|—|$14,000|—|

| 2023|$107,197|$88,597|—|$18,600|—|

| 2022|$113,377|—|—|—|—|

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