# Bhi Energy Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/bhi-energy-services-llc-401k-plan

> Bhi Energy Services LLC's 401(k) plan: 770 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bhi Energy Services LLC

- **Sponsor EIN:** 853926225

- **Sponsor Address:** 141 LONGWATER DR, NORWELL, MA, 02061

- **Plan Type:** 401(k)

- **Total Participants:** 770

- **Total Assets:** $129.4M

## 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|770|$129.4M|$484,320|$4,006|

| 2023|4,114|$130.8M|$364,151|$9.7M|

## 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|

| BRITT & COMPANY CPA LLC|Auditor|$22,000|—|$22,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,000

- **Estimated Expense Ratio:** 0.017% 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|

| 2024|$14,470|$62,500|—|$22,000|—|

| 2023|-$70,106|—|$600|$22,000|—|

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