Plan Snapshot
- Plan Sponsor: Birge & Held Asset Management, LLC
- Sponsor EIN: 455450139
- Sponsor Address: 8902 NORTH MERIDIAN STREET, INDIANAPOLIS, IN, 46260
- Plan Type: 401(k)
- Total Participants: 518
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 518 | $8.2M | $573,667 | $1.1M |
| 2023 | 566 | $6.1M | $515,631 | $935,700 |
| 2022 | 539 | $3.9M | $386,121 | $746,703 |
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 |
|---|---|---|---|---|
| LJI WEALTH MANAGEMENT, LLC | Investment Advisor | $27,111 | — | $27,111 |
| AMERICAN PENSION ADVISORS, LTD | Recordkeeper | $9,726 | — | $9,726 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LJI WEALTH MANAGEMENT, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,837
- Estimated Expense Ratio: 0.449% 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 | $39,985 | $27,111 | — | — | — |
| 2023 | $45,833 | $21,229 | — | — | — |
| 2022 | — | — | — | — | — |