Plan Snapshot
- Plan Sponsor: Bottleless Water Holdings LLC Dba Bottleless Nation
- Sponsor EIN: 824273354
- Sponsor Address: 7402 E 90TH STREET, INDIANAPOLIS, IN, 46256
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 154 | $2.7M | $404,440 | $626,840 |
| 2023 | 169 | $1.7M | $269,302 | $360,441 |
| 2022 | 112 | $874,341 | $196,422 | $257,565 |
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 |
|---|---|---|---|---|
| SPONSEL CPA GROUP | 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 |
|---|---|---|---|---|---|
| 2025 | $10,088 | $6,838 | $3,250 | — | — |
| 2024 | $14,381 | $10,296 | $4,085 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |