# Birge & Held Asset Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/birge-held-asset-management-llc-401k-plan

> Birge & Held Asset Management, LLC's 401(k) plan: 518 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CBIZ CPAS, P.C.|Auditor|—|—|$0|

## 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|$39,985|$27,111|—|—|—|

| 2023|$45,833|$21,229|—|—|—|

| 2022|—|—|—|—|—|

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