Plan Snapshot
- Plan Sponsor: Bni Global LLC
- Sponsor EIN: 352519804
- Sponsor Address: PO BOX 49248, CHARLOTTE, NC, 282770776
- Plan Type: 401(k)
- Total Participants: 590
- Total Assets: $5.4M
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 | 590 | $5.4M | $362,814 | $901,370 |
| 2023 | 718 | $4.4M | $337,240 | $827,789 |
| 2022 | 580 | $3.0M | $275,107 | $685,779 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN 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 | $5,946 | — | — | — | — |
| 2023 | $5,381 | — | — | — | — |
| 2022 | $2,235 | — | — | — | — |