# Bavarian Nordic, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bavarian-nordic-inc-401k-plan

> Bavarian Nordic, INC.'s 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bavarian Nordic, INC.

- **Sponsor EIN:** 202561827

- **Sponsor Address:** 1005 SLATER DRIVE, SUITE 101, DURHAM, NC, 27703

- **Plan Type:** 401(k)

- **Total Participants:** 115

- **Total Assets:** $14.8M

## 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|115|$14.8M|$886,975|$1.9M|

| 2023|196|$10.8M|$510,818|$1.0M|

| 2022|81|$6.8M|$207,276|$480,990|

## 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|

| RUSSON + JOHNSTON CPAS|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|$24,750|$3,467|$21,283|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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