Plan Snapshot
- Plan Sponsor: Bc Services, INC.
- Sponsor EIN: 840565191
- Sponsor Address: 550 DISC DRIVE, LONGMONT, CO, 80503
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 267
- Total Assets: $10.0M
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. |
|---|---|---|---|---|
| 2025 | 267 | $10.0M | $0 | $0 |
| 2024 | 200 | $8.3M | $12,241 | $472,804 |
| 2023 | 186 | $7.4M | $19,911 | $488,201 |
| 2022 | 215 | $5.9M | $51,940 | $474,622 |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $292,714 | — | — | — | — |
| 2024 | $5,894 | — | — | — | — |
| 2023 | $2,875 | — | — | — | — |
| 2022 | $1,725 | — | — | — | — |