Plan Snapshot
- Plan Sponsor: Bellaken Health Group INC
- Sponsor EIN: 943333009
- Sponsor Address: 2780 26TH AVE, OAKLAND, CA, 946011911
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $9.5M
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 | 84 | $9.5M | $75,000 | $369,720 |
| 2023 | 82 | $8.3M | $175,000 | $430,811 |
| 2022 | 82 | $6.7M | $150,000 | $390,918 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $27,623 | $7,649 | $19,114 | — | — |
| 2023 | $62,443 | $947 | $48,566 | — | — |
| 2022 | $34,552 | — | — | — | — |