Plan Snapshot
- Plan Sponsor: Best Bath Systems, INC.
- Sponsor EIN: 820362896
- Sponsor Address: 723 GARBER AVENUE, CALDWELL, ID, 83605
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $9.9M
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 | 218 | $9.9M | $541,558 | $848,232 |
| 2023 | 216 | $8.5M | $547,798 | $845,692 |
| 2022 | 220 | $6.3M | $487,275 | $754,312 |
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 |
|---|---|---|---|---|
| PCS RETIREMENT, LLC | Recordkeeper | $44,827 | — | $44,827 |
| THE 401(K) SOURCE, INC. | Investment Advisor | $21,882 | — | $21,882 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,709
- Estimated Expense Ratio: 0.676% 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 | $66,436 | $21,882 | $16,025 | — | — |
| 2023 | $56,918 | $20,390 | $20,467 | — | — |
| 2022 | $40,972 | $15,913 | $17,804 | — | — |