# Bi Rite Restaurant Supply Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/bi-rite-restaurant-supply-co-inc-401k-plan

> Bi Rite Restaurant Supply Co., INC.'s 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bi Rite Restaurant Supply Co., INC.

- **Sponsor EIN:** 942266266

- **Sponsor Address:** 123 SOUTH HILL DRIVE, BRISBANE, CA, 94005

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

- **Total Participants:** 290

- **Total Assets:** $50.2M

## 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.|

| 2024|290|$50.2M|$1.6M|$1.9M|

| 2023|272|$44.7M|$1.3M|$1.6M|

| 2022|211|$38.0M|$1.3M|$1.5M|

## 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|

| CREATIVE PLANNING HOLDCO LLC|NONE|$98,835|—|$98,835|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$40,369|—|$40,369|

| CBIZ CPAS P.C|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING HOLDCO LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $139,204

- **Estimated Expense Ratio:** 0.277% 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|$139,204|$98,835|—|—|—|

| 2023|$151,066|$116,924|—|—|—|

| 2022|$166,235|$96,991|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bi-rite-restaurant-supply-co-inc-401k-plan)

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