# Bp Management, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/bp-management-l-p-401k-plan

> Bp Management, L.P.&#39;s 401(k) plan: 717 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bp Management, L.P.

- **Sponsor EIN:** 043377269

- **Sponsor Address:** 800 BOYLSTON STREET, BOSTON, MA, 021998103

- **Plan Type:** 401(k)

- **Total Participants:** 717

- **Total Assets:** $292.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|717|$292.0M|$5.8M|$9.1M|

| 2023|719|$269.9M|$5.6M|$9.0M|

| 2022|688|$229.2M|$4.6M|$7.4M|

## 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|

| CAPFINANCIAL PARTNERS LLC|NONE|$96,723|—|$96,723|

| T ROWE PRICE RPS INC|NONE|$68,615|—|$68,615|

| PKF|NONE|$21,177|—|$21,177|

| PFK JND, P.C.|Auditor|$21,177|—|$21,177|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $207,692

- **Estimated Expense Ratio:** 0.071% of plan assets

### 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|$285,952|$96,723|—|$21,177|—|

| 2023|$238,469|$53,581|—|$23,175|—|

| 2022|$232,185|$69,530|—|—|$12,000|

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