Plan Snapshot
- Plan Sponsor: Bardavon Health Innovations, INC.
- Sponsor EIN: 270313357
- Sponsor Address: 6901 SAWNEE MISSION PARKWAY BLDG 2, OVERLAND PARK, KS, 66202
- Plan Type: 401(k)
- Total Participants: 0
- 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 | 0 | $6.1M | $58,760 | $126,451 |
| 2023 | 154 | $7.9M | $612,595 | $1.2M |
| 2022 | 231 | $6.7M | $654,312 | $1.4M |
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 |
|---|---|---|---|---|
| FORVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLC — 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 | $2,023 | $1,626 | — | — | — |
| 2023 | $80,671 | $7,540 | — | — | — |
| 2022 | $65,573 | $61,503 | — | — | — |