Plan Snapshot
- Plan Sponsor: Bass Underwriters, INC.
- Sponsor EIN: 650514182
- Sponsor Address: 6951 W. SUNRISE BLVD., PLANTATION, FL, 33313
- Plan Type: 401(k)
- Total Participants: 616
- Total Assets: $47.0M
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 | 616 | $47.0M | $1.5M | $2.7M |
| 2023 | 557 | $38.0M | $1.3M | $2.3M |
| 2022 | 488 | $30.3M | $1.1M | $1.9M |
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 |
|---|---|---|---|---|
| CFLG ACCOUNTANTS | Auditor | — | — | $0 |
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 | $168,347 | $96,201 | — | — | — |
| 2023 | $140,762 | $90,584 | — | — | — |
| 2022 | $89,807 | — | — | — | — |