Plan Snapshot
- Plan Sponsor: Bda, LLC
- Sponsor EIN: 911272790
- Sponsor Address: 15525 WOODINVILLE REDMOND RD NE, WOODINVILLE, WA, 980726977
- Plan Type: 401(k)
- Total Participants: 713
- Total Assets: $48.7M
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 | 713 | $48.7M | $1.4M | $4.1M |
| 2023 | 720 | $42.6M | $712,138 | $3.9M |
| 2022 | 687 | $36.6M | $601,839 | $3.4M |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | 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 |
|---|---|---|---|---|---|
| 2024 | $201,873 | $67,000 | — | — | — |
| 2023 | $25,367 | — | $25,367 | — | — |
| 2022 | $22,937 | — | $22,937 | — | — |