# Bear Property Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bear-property-management-inc-401k-plan

> Bear Property Management, INC.'s 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/royal-alliance-associates-inc) — OTHER SERVICES

- [LUCIDA LLC](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Premier Real Estate Management, LLC](https://planprovider.pro/companies/premier-real-estate-management-llc-401k-plan) — 317 participants

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