# Bbam Us LP 401(k) Plan
Source: https://planprovider.pro/companies/bbam-us-lp-plan

> Bbam Us LP's 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bbam Us LP

- **Sponsor EIN:** 800557765

- **Sponsor Address:** 150 SPEAR STREET, SAN FRANCISCO, CA, 94105

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

- **Total Participants:** 81

- **Total Assets:** $32.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|81|$32.6M|$790,543|$1.3M|

| 2023|76|$29.0M|$712,897|$1.2M|

| 2022|74|$24.0M|$702,548|$1.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$39,819|—|$39,819|

| CONCURRENT INVESTMENT ADVISORS LLC|ADVISOR|$25,000|—|$25,000|

| BAKER TILLY US, 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

- [CONCURRENT INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/concurrent-investment-advisors-llc) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $64,819

- **Estimated Expense Ratio:** 0.199% 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|$64,819|$25,000|—|—|—|

| 2023|$59,376|$18,750|—|—|—|

| 2022|$58,243|—|—|—|—|

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