Plan Snapshot
- Plan Sponsor: Bitdefender INC
- Sponsor EIN: 331088334
- Sponsor Address: 6301 NW 5TH WAY, SUITE 4300, FORT LAUDERDALE, FL, 33309
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $17.7M
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 | 159 | $17.7M | $1.3M | $2.0M |
| 2023 | 157 | $13.0M | $1.2M | $1.8M |
| 2022 | 179 | $9.2M | $995,359 | $1.9M |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | Investment Advisor | $34,334 | — | $34,334 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $18,636 | — | $18,636 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL WEALTH MGMT CO — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,970
- Estimated Expense Ratio: 0.299% 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 | $57,086 | $38,450 | — | — | — |
| 2023 | $41,403 | $26,887 | — | — | — |
| 2022 | $21,940 | $106 | — | — | — |