# Black Pine Circle, INC. 401(k) Plan
Source: https://planprovider.pro/companies/black-pine-circle-inc-401k-plan

> Black Pine Circle, INC.'s 401(k) plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lindquist-von-husen-and-joyce-llp) — 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|—|—|—|

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