# Bb&E, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bb-e-inc-401k-plan

> Bb&E, INC.'s 401(k) plan: 442 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bb-e-inc-401k-plan)

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