# Bhw Management, INC. DC Plan
Source: https://planprovider.pro/companies/bhw-management-inc-plan

> Bhw Management, INC.'s DC plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RETAINED BY EEMPLOYER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Howard J Chudler & Associates, L](https://planprovider.pro/companies/howard-j-chudler-associates-l-401k-plan) — 322 participants

- [Castlewood Treatment Center, LLC Dba Alsana](https://planprovider.pro/companies/castlewood-treatment-center-llc-dba-alsana-401k-plan) — 415 participants

- [Concert Health Behavioral Health Services Dba Concert Health Connectic](https://planprovider.pro/companies/concert-health-behavioral-health-services-dba-concert-health-connectic-plan) — 450 participants

- [Intercare Therapy, INC.](https://planprovider.pro/companies/intercare-therapy-inc-401k-plan-001-9616) — 589 participants

- [Intercare Therapy, INC.](https://planprovider.pro/companies/intercare-therapy-inc-401k-plan-001-6867) — 589 participants

- [Didi Hirsch Mental Health Services](https://planprovider.pro/companies/didi-hirsch-mental-health-services-403b-plan) — 774 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bhw-management-inc-plan)

© 2026 PlanProvider.Pro