Plan Snapshot
- Plan Sponsor: Bgi Group INC Dba Us Cabinet Depot
- Sponsor EIN: 811215726
- Sponsor Address: 2050 ROSWELL ROAD, MARIETTA, GA, 30062
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 138 | $4.5M | $263,457 | $467,397 |
| 2023 | 116 | $3.5M | $211,328 | $384,910 |
| 2022 | 120 | $2.6M | $232,261 | $382,171 |
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 |
|---|---|---|---|---|
| RHODES, YOUNG, BLACK & DUNCAN | 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 | $56,422 | — | $56,422 | — | — |
| 2023 | $52,807 | — | $52,807 | — | — |
| 2022 | $10,072 | — | $10,072 | — | — |