Plan Snapshot
- Plan Sponsor: Bio-Rad Laboratories, INC.
- Sponsor EIN: 941381833
- Sponsor Address: 1000 ALFRED NOBEL DRIVE, HERCULES, CA, 94547
- Plan Type: DC
- Total Participants: 3,365
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3,365 | $1.1B | $20.3M | $40.3M |
| 2023 | 3,432 | $1.0B | $20.9M | $41.3M |
| 2022 | 3,511 | $855.9M | $19.1M | $38.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $337,931 | — | $337,931 |
| UBS FINANCIAL SERVICES INC | NONE | $60,000 | — | $60,000 |
| BPM LLP | NONE | $32,100 | — | $32,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- UBS FINANCIAL SERVICES INC — NONE
- BPM LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $430,031
- Estimated Expense Ratio: 0.038% 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 | $430,031 | $139,699 | $10,700 | $21,400 | — |
| 2023 | $413,455 | $109,833 | $28,890 | — | — |
| 2022 | $416,352 | $75,000 | — | — | $27,477 |