Plan Snapshot
- Plan Sponsor: Bcd Health Partners, LLC
- Sponsor EIN: 450634823
- Sponsor Address: 1 GARRET MOUNTAIN PLAZA, SUITE 502, WOODLAND PARK, NJ, 07424
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 133 | $17.3M | $815,350 | $801,746 |
| 2023 | 119 | $17.4M | $437,459 | $794,950 |
| 2022 | 115 | $14.6M | $369,198 | $678,018 |
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 |
|---|---|---|---|---|
| PLANCHECK(K) CPA'S LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANCHECK(K) CPA'S LLC — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $5,101 | — | — | — | — |
| 2023 | $3,227 | — | — | — | — |
| 2022 | $2,905 | — | — | — | — |