Plan Snapshot
- Plan Sponsor: Bauer Equity Partners
- Sponsor EIN: 264809716
- Sponsor Address: 4630 W FLORISSANT AVE, SAINT LOUIS, MO, 631152233
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $3.9M
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 | 161 | $3.9M | $413,149 | $639,851 |
| 2023 | 137 | $2.9M | $372,766 | $542,664 |
| 2022 | 136 | $1.8M | $313,071 | $456,703 |
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 |
|---|---|---|---|---|
| MAHER & COMPANY PC | 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 | $17,296 | — | — | — | — |
| 2023 | $13,812 | — | — | — | — |
| 2022 | $10,771 | — | — | — | — |