# Bip Aligned Equity Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/bip-aligned-equity-holdings-llc-401k-plan

> Bip Aligned Equity Holdings LLC's 401(k) plan: 383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bip Aligned Equity Holdings LLC

- **Sponsor EIN:** 871559419

- **Sponsor Address:** 99 BEFFORD STREET, BOSTON, MA, 02111

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

- **Total Participants:** 383

- **Total Assets:** $11.9M

## 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|383|$11.9M|$649,962|$1.1M|

| 2023|449|$11.7M|$769,304|$1.4M|

| 2022|203|$5.1M|$98,258|$212,566|

## 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|$59,783|—|$59,783|

| MORNINGSTAR INVESTMENT MANAGEMENT|CONTACT ADMIN ISTRATOR|$23,059|$28,570|$51,629|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $111,412

- **Estimated Expense Ratio:** 0.936% 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|$41,487|—|$41,487|—|—|

| 2023|$72,643|—|$72,643|—|—|

| 2022|$7,102|—|$7,102|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bip-aligned-equity-holdings-llc-401k-plan)

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