Plan Snapshot
- Plan Sponsor: Bbj Rentals, INC.
- Sponsor EIN: 812804997
- Sponsor Address: 6125 W HOWARD ST., NILES, IL, 60714
- Plan Type: 401(k)
- Total Participants: 509
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 509 | $4.4M | $85,441 | $687,294 |
| 2023 | 460 | $3.6M | $71,163 | $598,604 |
| 2022 | 420 | $2.8M | $72,647 | $454,596 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $24,309 | — | $24,309 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $9,547 | — | $9,547 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,856
- Estimated Expense Ratio: 0.774% 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 | $33,856 | $9,547 | — | — | — |
| 2023 | $19,579 | $7,816 | — | — | — |
| 2022 | $22,647 | — | — | — | — |