# Billups, LLC 401(k) Plan
Source: https://planprovider.pro/companies/billups-llc-401k-plan

> Billups, LLC's 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Billups, LLC

- **Sponsor EIN:** 542128857

- **Sponsor Address:** 224 W 35TH STREET, STE 500 PMB 196, NEW YORK, NY, 10001

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

- **Total Participants:** 132

- **Total Assets:** $11.1M

## 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|132|$11.1M|$488,593|$1.1M|

| 2023|118|$7.7M|$236,715|$968,053|

| 2022|123|$5.3M|$286,788|$773,013|

## 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|

| RAYMOND JAMES FINANCIAL|FINANCIAL ADVISOR|—|$21,429|$21,429|

| GEFFEN MESHER & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RAYMOND JAMES FINANCIAL](https://planprovider.pro/provider/raymond-james-financial-inc) — FINANCIAL ADVISOR

- [GEFFEN MESHER & COMPANY, P.C.](https://planprovider.pro/provider/geffen-mesher-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,429

- **Estimated Expense Ratio:** 0.193% 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|$5,725|—|$5,575|—|—|

| 2023|$14,801|—|—|—|—|

| 2022|$29,263|$10,944|$18,119|—|—|

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