Plan Snapshot
- Plan Sponsor: Bjb Partners, LLC
- Sponsor EIN: 364216847
- Sponsor Address: 14 MAIN STREET, PARK RIDGE, IL, 60068
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $9.9M
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 | 149 | $9.9M | $313,943 | $595,677 |
| 2023 | 146 | $8.2M | $290,722 | $540,876 |
| 2022 | 136 | $6.4M | $281,268 | $544,697 |
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 |
|---|---|---|---|---|
| JEFFREY W. KROL & ASSOCIATES, LTD. | 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 | $20,885 | $3,480 | $17,405 | — | — |
| 2023 | $1,305 | — | $1,305 | — | — |
| 2022 | $10,519 | — | $10,519 | — | — |