Plan Snapshot
- Plan Sponsor: Bge, Ltd.
- Sponsor EIN: 363920489
- Sponsor Address: 9333 N. MILWAUKEE AVENUE, NILES, IL, 607141393
- Plan Type: 401(k)
- Total Participants: 462
- Total Assets: $126.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 462 | $126.2M | $2,238 | $3.7M |
| 2023 | 488 | $117.0M | $629 | $4.0M |
| 2022 | 554 | $105.9M | $0 | $4.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $28,302 | — | $28,302 |
| MILLER COOPER & CO. LTD. | Auditor | $38 | — | $38 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MILLER COOPER & CO. LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,340
- Estimated Expense Ratio: 0.022% 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 | $29,531 | $1,191 | — | $38 | — |
| 2023 | $12,105 | $410 | — | — | — |
| 2022 | $10,038 | — | — | — | — |