# Bk Global, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bk-global-inc-401k-plan

> Bk Global, INC.'s 401(k) plan: 326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bk Global, INC.

- **Sponsor EIN:** 752752015

- **Sponsor Address:** 5301 S. WESTMORELAND RD., DALLAS, TX, 75237

- **Plan Type:** 401(k)

- **Total Participants:** 326

- **Total Assets:** $9.8M

## 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|326|$9.8M|$0|$604,193|

| 2023|368|$8.7M|$0|$595,931|

| 2022|348|$7.3M|$0|$533,187|

## 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|

| JOHN HANCOCK USA|RECORDKEEPER|$46,275|—|$46,275|

| RAYMOND JAMES|INVESTMENT ADVISOR|$33,661|—|$33,661|

| THE CJ CPA GROUP, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK USA](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [RAYMOND JAMES](https://planprovider.pro/provider/raymond-james-financial-inc) — INVESTMENT ADVISOR

- [THE CJ CPA GROUP, PLLC](https://planprovider.pro/provider/the-cj-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,936

- **Estimated Expense Ratio:** 0.820% 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|$84,215|$36,920|$44,033|—|—|

| 2023|$74,296|—|$74,296|—|—|

| 2022|$73,060|—|$73,060|—|—|

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