Plan Snapshot
- Plan Sponsor: Bj'S Enterprises, INC
- Sponsor EIN: 911285969
- Sponsor Address: 4411 PACIFIC HIGHWAY E, FIFE, WA, 984242611
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $4.7M
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 | 177 | $4.7M | $230,499 | $372,031 |
| 2023 | 168 | $3.8M | $193,120 | $305,807 |
| 2022 | 144 | $3.0M | $173,196 | $281,562 |
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 |
|---|---|---|---|---|
| RICHEY, MAY& CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY& CO., 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 | $15,317 | — | — | — | — |
| 2023 | $12,266 | — | — | — | — |
| 2022 | $10,082 | $7,532 | — | — | — |