Plan Snapshot
- Plan Sponsor: Bear Diversified INC.
- Sponsor EIN: 474467472
- Sponsor Address: 4580 EAST 71ST STREET, CUYAHOGA HEIGHTS, OH, 44125
- Plan Type: 401(k)
- Total Participants: 773
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 773 | $17.3M | $482,590 | $935,358 |
| 2023 | 760 | $14.9M | $577,767 | $835,880 |
| 2022 | 741 | $13.5M | $555,438 | $838,049 |
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 |
|---|---|---|---|---|
| COHEN & COMPANY LTD | 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 | $99,632 | $23,197 | $12,181 | — | — |
| 2023 | $138,097 | $33,549 | $87,918 | — | — |
| 2022 | $123,631 | — | $123,631 | — | — |