Plan Snapshot
- Plan Sponsor: Bear Property Management, INC.
- Sponsor EIN: 391650148
- Sponsor Address: 4015 80TH STREET, KENOSHA, WI, 53142
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $7.6M
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. |
|---|---|---|---|---|
| 2024 | 159 | $7.6M | $391,604 | $831,143 |
| 2023 | 162 | $6.0M | $738,394 | $332,559 |
| 2022 | 153 | $4.6M | $334,892 | $728,684 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $45,595 | — | $45,595 |
| OSAIC WEALTH INC. | OTHER SERVICES | — | $22,878 | $22,878 |
| MAP RETIREMENT USA LLC | CONTRACT ADMINISTRATOR | $4,400 | $3,268 | $7,668 |
| LUCIDA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC. — OTHER SERVICES
- LUCIDA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,141
- Estimated Expense Ratio: 1.008% of plan assets
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 | $49,995 | — | $49,995 | — | — |
| 2023 | $42,845 | — | $42,845 | — | — |
| 2022 | $34,837 | — | $34,837 | — | — |