Plan Snapshot
- Plan Sponsor: Bhcare, INC.
- Sponsor EIN: 222598799
- Sponsor Address: 127 WASHINGTON AVE 3RD FLOOR WEST, NORTH HAVEN, CT, 06473
- Plan Type: DC
- Total Participants: 308
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 308 | $17.7M | $469,715 | $904,671 |
| 2023 | 324 | $15.6M | $446,415 | $902,826 |
| 2022 | 322 | $13.0M | $578,019 | $835,347 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $63,403 | $30,912 | — | — | — |
| 2023 | $52,370 | $26,556 | — | — | — |
| 2022 | $51,874 | — | $51,874 | — | — |