Plan Snapshot
- Plan Sponsor: Bh Shoe Holdings, INC
- Sponsor EIN: 061355982
- Sponsor Address: 124 WEST PUTNAM AVENUE, GREENWICH, CT, 06830
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,288
- Total Assets: $129.2M
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. |
|---|---|---|---|---|
| 2025 | 1,288 | $129.2M | $0 | $0 |
| 2024 | 952 | $117.8M | $1.9M | $5.1M |
| 2023 | 1,056 | $111.1M | $1.8M | $4.7M |
| 2022 | 1,005 | $98.7M | $1.7M | $4.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $121,968 | — | $121,968 |
| USI ADVISORS INC | Investment Advisor | $70,045 | — | $70,045 |
| LANE GORMAN TRUBITT, PLLC | Auditor | $21,000 | — | $21,000 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,846 | — | $5,846 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $218,859
- Estimated Expense Ratio: 0.169% 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 |
|---|---|---|---|---|---|
| 2025 | $11,075,281 | $75,891 | — | $21,000 | — |
| 2024 | $214,335 | $68,036 | — | $26,000 | — |
| 2023 | $176,303 | $67,000 | — | $17,000 | — |
| 2022 | $154,853 | — | $154,853 | — | — |