Plan Snapshot
- Plan Sponsor: Bonfire Funds INC
- Sponsor EIN: 462315572
- Sponsor Address: 3420 PUMP ROAD, HENRICO, VA, 23233
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $3.2M
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 | 30 | $3.2M | $148,902 | $301,229 |
| 2023 | 49 | $2.7M | $152,267 | $369,918 |
| 2022 | 53 | $1.9M | $175,111 | $383,548 |
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 |
|---|---|---|---|---|
| ADAMS | 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 | $44,600 | $44,600 | — | — | — |
| 2023 | $880 | — | — | — | — |
| 2022 | $345 | — | — | — | — |