Plan Snapshot
- Plan Sponsor: Bi Technologies Corporation
- Sponsor EIN: 431318149
- Sponsor Address: 4200 BONITA PLACE, FULLERTON, CA, 92835
- Plan Type: DB
- Total Participants: 35
- Total Assets: $0
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 35 | $0 | $0 | $0 |
| 2023 | 2 | $4.0M | $2.2M | $0 |
| 2022 | 3 | $9.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | NONE | $258,720 | — | $258,720 |
| FROST BROWN TODD LLP | NONE | $90,426 | — | $90,426 |
| BAKER TILLY US LLP | NONE | $55,650 | — | $55,650 |
| NFP RETIREMENT INC | NONE | $34,018 | — | $34,018 |
| BAKER TILLY US, LLP | Auditor | $27,825 | — | $27,825 |
| PRINCIPAL FINANCIAL GROUP, INC | NONE | $14,882 | — | $14,882 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FROST BROWN TODD LLP — NONE
- BAKER TILLY US LLP — NONE
- NFP RETIREMENT INC — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $481,521
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 | — | — | — | — | — |
| 2023 | $352,162 | $17,359 | — | $27,825 | — |
| 2022 | $124,670 | $4,393 | $10,234 | — | $106,604 |