Plan Snapshot
- Plan Sponsor: Bierman Aba, INC
- Sponsor EIN: 770670418
- Sponsor Address: 3077 EAST 98TH STREET, CARMEL, IN, 46280
- Plan Type: 401(k)
- Total Participants: 766
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 766 | $4.7M | $117,365 | $625,514 |
| 2023 | 540 | $4.1M | $100,304 | $538,219 |
| 2022 | 407 | $3.1M | $79,250 | $423,771 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2024 | $11,172 | — | $11,172 | — | — |
| 2023 | $4,393 | — | $4,393 | — | — |
| 2022 | $17,627 | — | $17,627 | — | — |