Plan Snapshot
- Plan Sponsor: Bkk Management Co., INC. & Affiliated Companies
- Sponsor EIN: 341546208
- Sponsor Address: 2738 NORTH MAIN ST., SUITE A, FINDLAY, OH, 45840
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $5.3M
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 | 162 | $5.3M | $90,719 | $454,073 |
| 2023 | 148 | $4.8M | $81,164 | $406,842 |
| 2022 | 121 | $4.1M | $75,362 | $388,087 |
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 |
|---|---|---|---|---|
| WHALEN & COMPANY CPAS | 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 | $18,935 | $8,567 | $7,250 | — | — |
| 2023 | $21,345 | — | $21,345 | — | — |
| 2022 | — | — | — | — | — |