Plan Snapshot
- Plan Sponsor: Ben Bridge Jeweler, INC.
- Sponsor EIN: 910695728
- Sponsor Address: 2901 THIRD AVENUE, SUITE 200, SEATTLE, WA, 98121
- Plan Type: 401(k)
- Total Participants: 456
- Total Assets: $68.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 456 | $68.3M | $674,386 | $2.7M |
| 2023 | 426 | $62.3M | $599,415 | $2.6M |
| 2022 | 412 | $58.6M | $752,629 | $2.6M |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | Auditor | $21,630 | — | $21,630 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,630
- Estimated Expense Ratio: 0.032% 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 | $139,752 | $50,218 | — | $21,630 | — |
| 2023 | $136,042 | $47,725 | $19,570 | — | — |
| 2022 | $162,254 | $41,182 | — | — | $40,789 |