# Bbg, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bbg-inc-401k-plan

> Bbg, INC.'s 401(k) plan: 523 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bbg, INC.

- **Sponsor EIN:** 473942404

- **Sponsor Address:** 8343 DOUGLAS AVE SUITE 700, DALLAS, TX, 75225

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

- **Total Participants:** 523

- **Total Assets:** $30.9M

## 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|523|$30.9M|$45,179|$3.8M|

| 2023|576|$26.5M|$0|$4.1M|

| 2022|696|$19.6M|$60|$4.6M|

## 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|

| COMMONWEALTH FINANCIAL NETWORK|INVESTMENT ADVISOR|$54,094|—|$54,094|

| CAPITAL GROUP RETIREMENT PLAN|RECORDKEEPER|$49,849|—|$49,849|

| NOVA 401(K) ASSOCIATES|THIRD PARTY ADMINISTRATOR|$22,290|—|$22,290|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — INVESTMENT ADVISOR

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $126,233

- **Estimated Expense Ratio:** 0.409% 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|$55,976|—|$55,976|—|—|

| 2023|$56,228|—|$56,228|—|—|

| 2022|$35,293|—|$35,293|—|—|

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