# Biomed Realty, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/biomed-realty-l-p-401k-plan

> Biomed Realty, L.P.&#39;s 401(k) plan: 306 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Biomed Realty, L.P.

- **Sponsor EIN:** 201320636

- **Sponsor Address:** 4570 EXECUTIVE DRIVE, SAN DIEGO, CA, 921213074

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

- **Total Participants:** 306

- **Total Assets:** $55.3M

## 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|306|$55.3M|$2.6M|$4.2M|

| 2023|302|$42.7M|$2.5M|$3.9M|

| 2022|284|$33.8M|$981,409|$3.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$118,254|—|$118,254|

| 401(K) ADVISORS INC|INVESTMENT ADVISORY|—|$64,485|$64,485|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [401(K) ADVISORS INC](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $182,739

- **Estimated Expense Ratio:** 0.331% 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|$118,254|—|$118,254|—|—|

| 2023|$128,436|—|$128,436|—|—|

| 2022|$158,033|—|$158,033|—|—|

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