Plan Snapshot
- Plan Sponsor: Bh Group Holdings, LLC
- Sponsor EIN: 273184383
- Sponsor Address: 3010 NW 149TH ST STE#100, OKLAHOMA CITY, OK, 73134
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $8.2M
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 | 243 | $8.2M | $728,471 | $1.0M |
| 2023 | 220 | $6.5M | $424,414 | $731,948 |
| 2022 | 170 | $5.4M | $442,929 | $641,490 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $61,739 | — | — | — | — |
| 2023 | $43,428 | $261 | — | — | — |
| 2022 | $39,434 | — | — | — | — |