# Bill Howe Plumbing, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bill-howe-plumbing-inc-401k-plan

> Bill Howe Plumbing, INC.'s 401(k) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bill Howe Plumbing, INC.

- **Sponsor EIN:** 330126972

- **Sponsor Address:** 9085 AERO DRIVE, SAN DIEGO, CA, 92123

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

- **Total Participants:** 182

- **Total Assets:** $8.6M

## 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|182|$8.6M|$112,305|$713,293|

| 2023|203|$7.1M|$106,542|$666,713|

| 2022|175|$6.1M|$86,612|$573,995|

## 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|

| WILSEY ASSET MANAGEMENT|INVESTMENT|$48,396|—|$48,396|

| NORTH AMERICAN KTRADE ALLIANCE|RECORDKEEPER|$21,297|—|$21,297|

| NATIONAL BENEFIT SERVICES|ADMINISTRATION|$19,379|—|$19,379|

| LING & BOUMAN CPA'S LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NORTH AMERICAN KTRADE ALLIANCE](https://planprovider.pro/provider/ktrade) — RECORDKEEPER

- [LING & BOUMAN CPA'S LLP](https://planprovider.pro/provider/ling-and-bouman-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $89,072

- **Estimated Expense Ratio:** 1.041% 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|$14,654|—|$14,654|—|—|

| 2023|$41,897|—|$41,897|—|—|

| 2022|$32,596|—|$32,596|—|—|

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