Plan Snapshot
- Plan Sponsor: Bh-Sd Opco, LLC
- Sponsor EIN: 471098806
- Sponsor Address: 7050 PARKWAY DRIVE, LA MESA, CA, 91942
- Plan Type: 401(k)
- Total Participants: 425
- Total Assets: $4.5M
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 | 425 | $4.5M | $0 | $706,224 |
| 2023 | 391 | $4.4M | $0 | $658,246 |
| 2022 | 382 | $3.7M | $0 | $572,612 |
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 |
|---|---|---|---|---|
| CONSIDINE & CONSIDINE | 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 | $43,127 | — | — | — | — |
| 2023 | $39,590 | — | $39,590 | — | — |
| 2022 | $28,834 | — | $28,834 | — | — |