# Bearings & Drives Unlimited, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bearings-drives-unlimited-inc-401k-plan

> Bearings & Drives Unlimited, INC.'s 401(k) plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bearings & Drives Unlimited, INC.

- **Sponsor EIN:** 272245260

- **Sponsor Address:** 3443 BETHLEHEM PIKE, SOUDERTON, PA, 18964

- **Plan Type:** 401(k)

- **Total Participants:** 255

- **Total Assets:** $28.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|255|$28.1M|$665,766|$1.2M|

| 2023|257|$27.7M|$628,029|$1.2M|

| 2022|256|$18.1M|$367,171|$1.1M|

## 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|

| BELFLINT, LYONS & SHUMAN, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BELFLINT, LYONS & SHUMAN, P.A.](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — 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|$123,711|—|$123,711|—|—|

| 2023|$73,345|$30,788|$42,557|—|—|

| 2022|$87,093|$58,228|$28,670|—|$195|

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