Plan Snapshot
- Plan Sponsor: Bgr, INC.
- Sponsor EIN: 310841900
- Sponsor Address: 6392 GANO ROAD, WEST CHESTER, OH, 450694809
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $17.6M
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 | 195 | $17.6M | $623,336 | $1.3M |
| 2023 | 193 | $18.9M | $575,591 | $1.2M |
| 2022 | 194 | $20.5M | $505,248 | $997,360 |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | 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 | $63,824 | $28,851 | — | — | — |
| 2023 | $55,132 | $26,602 | — | — | — |
| 2022 | $34,556 | — | $34,556 | — | — |