Plan Snapshot
- Plan Sponsor: Baney Corporation
- Sponsor EIN: 930997747
- Sponsor Address: 475 NE BELLEVUE AVE., SUITE 210, BEND, OR, 97701
- Plan Type: 401(k)
- Total Participants: 674
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 674 | $18.6M | $1.1M | $1.2M |
| 2023 | 518 | $16.2M | $1.0M | $1.1M |
| 2022 | 460 | $12.7M | $873,685 | $956,817 |
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 |
|---|---|---|---|---|
| DELAP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELAP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $96,359 | $5,981 | — | — | — |
| 2023 | $78,368 | $3,617 | — | — | — |
| 2022 | $76,707 | $2,757 | — | — | — |