Plan Snapshot
- Plan Sponsor: Bidart Bros.
- Sponsor EIN: 951657546
- Sponsor Address: 9530 HAGEMAN RD. STE B351, BAKERSFIELD, CA, 93312
- Plan Type: DC
- Total Participants: 100
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 100 | $9.8M | $230,633 | $415,646 |
| 2024 | 96 | $8.8M | $215,743 | $407,881 |
| 2023 | 279 | $8.0M | $220,698 | $427,018 |
| 2022 | 732 | $7.3M | $222,209 | $427,412 |
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 |
|---|---|---|---|---|
| DANIELLS PHILLIPS VAUGHAN & BOCK | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELLS PHILLIPS VAUGHAN & BOCK — Independent Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | $42,986 | — | $5,151 | — | — |
| 2022 | $47,623 | — | $47,415 | — | — |