Plan Snapshot
- Plan Sponsor: Blue Bird, INC.
- Sponsor EIN: 910363620
- Sponsor Address: P.O. BOX 378, PESHASTIN, WA, 98841
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $4.8M
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 | 252 | $4.8M | $75,926 | $195,234 |
| 2023 | 350 | $4.8M | $72,971 | $219,046 |
| 2022 | 288 | $4.2M | $76,816 | $206,328 |
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 |
|---|---|---|---|---|
| CORDELL, NEHER & COMPANY, PLLC | 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 | $26,869 | $24,834 | — | — | — |
| 2023 | $21,824 | $21,824 | — | — | — |
| 2022 | $22,242 | $22,242 | — | — | — |