Plan Snapshot
- Plan Sponsor: Bdt Capital Partners, LLC
- Sponsor EIN: 800395967
- Sponsor Address: 401 N. MICHIGAN AVENUE, CHICAGO, IL, 60611
- Plan Type: 401(k)
- Total Participants: 446
- Total Assets: $168.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 446 | $168.7M | $10.2M | $6.5M |
| 2023 | 409 | $139.0M | $9.2M | $5.0M |
| 2022 | 214 | $54.6M | $4.5M | $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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — 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 | $50,837 | — | — | — | — |
| 2023 | $46,668 | — | — | — | — |
| 2022 | $37,700 | — | — | — | — |