Plan Snapshot
- Plan Sponsor: Better Business Bureau Great West & Pacific
- Sponsor EIN: 911614623
- Sponsor Address: 2340 S EAGLE RD, MERIDIAN, ID, 83642
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $7.5M
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 | 134 | $7.5M | $377,107 | $591,171 |
| 2023 | 120 | $6.3M | $360,041 | $531,074 |
| 2022 | 140 | $5.3M | $400,481 | $547,858 |
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 |
|---|---|---|---|---|
| SORREN CPAS, P.C. | Auditor | — | — | $0 |
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 | $31,921 | $12,613 | $19,308 | — | — |
| 2023 | $29,351 | $10,686 | $18,665 | — | — |
| 2022 | $29,550 | $10,881 | $18,669 | — | — |