Plan Snapshot
- Plan Sponsor: Bates White, LLC.
- Sponsor EIN: 522183096
- Sponsor Address: 2001 K STREET, NORTH BUILDING, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Total Participants: 363
- Total Assets: $126.0M
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 | 363 | $126.0M | $5.2M | $6.2M |
| 2023 | 327 | $97.0M | $4.6M | $5.0M |
| 2022 | 288 | $72.7M | $3.7M | $4.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $12,933 | $10,441 | — | — | — |
| 2023 | $11,827 | $9,436 | — | — | — |
| 2022 | $15,784 | $11,153 | — | — | — |