Plan Snapshot
- Plan Sponsor: Bju, INC.
- Sponsor EIN: 571088101
- Sponsor Address: 1700 WADE HAMPTON BLVD, GREENVILLE, SC, 29614
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,316
- Total Assets: $86.8M
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 | 1,316 | $86.8M | $829,056 | $5.4M |
| 2023 | 1,395 | $79.2M | $814,420 | $5.1M |
| 2022 | 1,358 | $69.0M | $705,807 | $4.4M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $140,022 | — | $140,022 |
| COLTON GROOME FINANCIAL ADVISORS | Investment Advisor | $62,785 | — | $62,785 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $25,445 | — | $25,445 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- COLTON GROOME FINANCIAL ADVISORS — Investment Advisor
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $228,252
- Estimated Expense Ratio: 0.263% 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 | $228,252 | $62,785 | — | — | — |
| 2023 | $233,323 | — | — | — | — |
| 2022 | $199,806 | — | — | — | $199,806 |