Plan Snapshot
- Plan Sponsor: Bioworld Merchandising, INC.
- Sponsor EIN: 752788482
- Sponsor Address: 1159 COTTONWOOD LANE, IRVING, TX, 75038
- Plan Type: 401(k)
- Total Participants: 408
- Total Assets: $31.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 408 | $31.8M | $1.4M | $2.8M |
| 2023 | 347 | $25.0M | $1.2M | $2.4M |
| 2022 | 345 | $18.7M | $1.1M | $2.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $181,057 | $118,006 | — | — | — |
| 2023 | $155,851 | $94,886 | — | — | — |
| 2022 | $151,538 | $3,987 | — | — | — |