Plan Snapshot
- Plan Sponsor: Bbs Grocery Outlet, LP
- Sponsor EIN: 232505510
- Sponsor Address: 569 CAMARGO RD, QUARRYVILLE, PA, 17566
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 62
- Total Assets: $114,220
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 62 | $114,220 | $0 | $0 |
| 2024 | 63 | $741 | $887,926 | $96,426 |
| 2023 | 57 | $66,709 | $754,119 | $94,130 |
| 2022 | 55 | $75,078 | $580,554 | $70,588 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $60,580 | — | $60,580 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $26,712 | — | $26,712 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,292
- Estimated Expense Ratio: 76.424% 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 |
|---|---|---|---|---|---|
| 2025 | $1,190,920 | — | — | — | — |
| 2024 | $989,563 | — | — | — | — |
| 2023 | $935,980 | — | — | — | — |
| 2022 | $629,581 | — | — | — | — |