Plan Snapshot
- Plan Sponsor: Bideawee, INC.
- Sponsor EIN: 131655210
- Sponsor Address: 3300 BELTAGH AVENUE, WANTAGH, NY, 11793
- Plan Type: 403(b)
- Total Participants: 83
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 83 | $11.2M | $165,423 | $299,416 |
| 2023 | 88 | $9.5M | $163,903 | $297,897 |
| 2022 | 83 | $8.8M | $151,620 | $263,300 |
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 |
|---|---|---|---|---|
| SMITH AND HOWARD | Auditor | $11,000 | — | $11,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 0.098% 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 | $60,139 | $16,178 | — | $11,000 | — |
| 2023 | $66,929 | $38,862 | — | — | — |
| 2022 | $52,805 | $23,050 | — | — | — |