# Best Best & Krieger LLP 401(k) Plan
Source: https://planprovider.pro/companies/best-best-krieger-llp-401k-plan

> Best Best & Krieger LLP's 401(k) plan: 393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Best Best & Krieger LLP

- **Sponsor EIN:** 952157337

- **Sponsor Address:** 3390 UNIVERSITY AVE 5TH FL, RIVERSIDE, CA, 925013314

- **Plan Type:** 401(k)

- **Total Participants:** 393

- **Total Assets:** $79.7M

## 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|393|$79.7M|$2.2M|$4.3M|

| 2023|373|$75.4M|$1.9M|$4.0M|

| 2022|395|$63.0M|$1.9M|$3.8M|

## 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|

| ACTUARIAL BENEFITS CORP.|CONTRACT ADMIN|$44,979|—|$44,979|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$43,995|—|$43,995|

| SOLTIS INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$30,000|—|$30,000|

| HALLIDAY & COMPANY CPA'S|AUDITOR|$13,394|—|$13,394|

| HALLIDAY & COMPANY, CPAS|Auditor|$13,394|—|$13,394|

| BEST BEST & KRIEGER, LLP|OTHER|$7,810|—|$7,810|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $153,572

- **Estimated Expense Ratio:** 0.193% 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|$172,004|$30,000|$44,979|$13,394|—|

| 2023|$97,912|$30,000|—|$19,926|—|

| 2022|$110,643|$29,995|—|—|$17,450|

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