Plan Snapshot
- Plan Sponsor: Bb&E, INC.
- Sponsor EIN: 383655296
- Sponsor Address: 235 EAST MAIN STREET STE 107, NORTHVILLE, MI, 48167
- Plan Type: 401(k)
- Total Participants: 442
- Total Assets: $18.2M
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 | 442 | $18.2M | $676,293 | $2.4M |
| 2023 | 334 | $14.5M | $600,031 | $2.0M |
| 2022 | 310 | $10.9M | $543,734 | $1.8M |
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 |
|---|---|---|---|---|
| ADVUS FINANCIAL PARTNERS | ADVISOR | $20,146 | — | $20,146 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $18,190 | — | $18,190 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $6,345 | — | $6,345 |
| PLANTE AND MORAN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,681
- Estimated Expense Ratio: 0.245% of plan assets
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 | $44,685 | $26,491 | — | — | — |
| 2023 | $21,557 | $3,246 | — | — | — |
| 2022 | $20,050 | $1,675 | — | — | — |