Plan Snapshot
- Plan Sponsor: Bauer Compressors, INC.
- Sponsor EIN: 541019520
- Sponsor Address: 1328 AZALEA GARDEN ROAD, NORFOLK, VA, 23502
- Plan Type: DC
- Total Participants: 263
- Total Assets: $26.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 263 | $26.2M | $1.1M | $1.3M |
| 2023 | 243 | $25.0M | $945,354 | $1.0M |
| 2022 | 200 | $22.4M | $852,531 | $904,323 |
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 |
|---|---|---|---|---|
| ROEDL & PARTNER | 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 | $63,526 | $59,266 | — | — | — |
| 2023 | $58,759 | $49,037 | — | — | — |
| 2022 | $54,286 | $50,230 | $4,056 | — | — |