Plan Snapshot
- Plan Sponsor: Bhw Management, INC.
- Sponsor EIN: 832775758
- Sponsor Address: 1301 E. ORANGEWOOD AVE, ANAHEIM, CA, 92805
- Plan Type: DC
- Total Participants: 334
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 334 | $2.3M | $0 | $248,700 |
| 2023 | 350 | $2.1M | $36,259 | $255,050 |
| 2022 | 580 | $1.7M | $194,978 | $347,810 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | RETAINED BY EEMPLOYER | $10,281 | — | $10,281 |
| PENSIONMARK FINANCIAL GROUP, LLC | FINANCIAL ADVISOR | $9,300 | — | $9,300 |
| PENSION ASSURANCE LLP | Auditor | $4,815 | — | $4,815 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SERVIC — RETAINED BY EEMPLOYER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,396
- Estimated Expense Ratio: 1.058% 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 | $27,676 | $13,843 | $9,018 | $4,815 | — |
| 2023 | $18,878 | $10,709 | $8,169 | — | — |
| 2022 | $17,595 | $9,704 | $7,891 | — | — |