Plan Snapshot
- Plan Sponsor: Bobcat Enterprises, INC.
- Sponsor EIN: 310860716
- Sponsor Address: 9605 PRINCETON-GLENDALE RD., WEST CHESTER, OH, 45011
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $14.6M
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 | 144 | $14.6M | $119,104 | $670,835 |
| 2023 | 142 | $13.6M | $107,462 | $600,682 |
| 2022 | 119 | $11.2M | $90,289 | $547,388 |
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 |
|---|---|---|---|---|
| ECONOMOU AND FLOOD | 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 | $26,431 | $18,086 | $7,495 | — | — |
| 2023 | $25,729 | — | — | — | — |
| 2022 | $8,108 | — | — | — | — |