Plan Snapshot
- Plan Sponsor: Bme Services, LLC
- Sponsor EIN: 200096574
- Sponsor Address: 1760 LAKELAND PARK DRIVE, BURLINGTON, KY, 41005
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 147 | $6.0M | $222,873 | $626,898 |
| 2022 | 114 | $5.1M | $173,508 | $457,857 |
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 |
|---|---|---|---|---|
| MCF ADVISORS | Other Service Provider | $66,114 | — | $66,114 |
| PENSION CORPORATION OF AMERICA | Other Service Provider | $44,512 | $414 | $44,926 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $6,088 | $860 | $6,948 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,988
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 | — | — | — | — | — |
| 2023 | $58,357 | $33,057 | — | — | — |
| 2022 | $51,425 | $33,963 | $17,462 | — | — |