Plan Snapshot
- Plan Sponsor: Bauer Foundation Corp.
- Sponsor EIN: 260367730
- Sponsor Address: 13203 BYRD LEGG DRIVE, ODESSA, FL, 33556
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 133 | $5.2M | $297,745 | $721,633 |
| 2023 | 109 | $4.1M | $249,784 | $584,413 |
| 2022 | 102 | $2.8M | $288,917 | $640,817 |
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 |
|---|---|---|---|---|
| WARREN AVERETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT — 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 | $620,928 | — | $11,709 | — | — |
| 2023 | $304,493 | — | $8,894 | — | — |
| 2022 | $6,287 | $147 | — | — | — |