Plan Snapshot
- Plan Sponsor: Bell Nursery Usa LLC
- Sponsor EIN: 208745975
- Sponsor Address: 7111 TROY HILL DRIVE, ELKRIDGE, MD, 21075
- Plan Type: 401(k)
- Total Participants: 1,916
- Total Assets: $19.5M
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 | 1,916 | $19.5M | $669,907 | $1.3M |
| 2023 | 1,458 | $16.2M | $605,080 | $1.3M |
| 2022 | 1,259 | $12.9M | $548,642 | $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 |
|---|---|---|---|---|
| PLATFORM CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLATFORM CPAS, 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 | $68,790 | $30,580 | $38,210 | — | — |
| 2023 | $58,500 | $27,572 | $30,928 | — | — |
| 2022 | $50,706 | $25,004 | $25,702 | — | — |