Plan Snapshot
- Plan Sponsor: Black Pine Circle, INC.
- Sponsor EIN: 941700228
- Sponsor Address: 2027 7TH STREET, BERKELEY, CA, 94710
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $8.0M
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 | 68 | $8.0M | $373,265 | $626,728 |
| 2023 | 77 | $7.2M | $255,338 | $595,874 |
| 2022 | 80 | $5.9M | $207,203 | $499,061 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $33,385 | — | $33,385 |
| SERVICES BURNES EMPLOYEE BENEFITS I | CONSULTING | $30,742 | — | $30,742 |
| LINDQUIST VON HUSEN & JOYCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINDQUIST VON HUSEN & JOYCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,127
- Estimated Expense Ratio: 0.802% 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 | $64,127 | — | — | — | — |
| 2023 | $31,694 | — | — | — | — |
| 2022 | $28,835 | $28,835 | — | — | — |