Plan Snapshot
- Plan Sponsor: Bpg Real Estate Services, LLC
- Sponsor EIN: 510410104
- Sponsor Address: 1000 N WEST STREET, WILMINGTON, DE, 19801
- Plan Type: 401(k)
- Total Participants: 533
- Total Assets: $16.9M
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 | 533 | $16.9M | $0 | $1.7M |
| 2023 | 467 | $15.9M | $37,642 | $1.5M |
| 2022 | 503 | $12.4M | $344,218 | $1.5M |
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 |
|---|---|---|---|---|
| TURNER, LEINS AND GOLD L.L.C. | Auditor | $14,249 | — | $14,249 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TURNER, LEINS AND GOLD L.L.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,249
- Estimated Expense Ratio: 0.084% 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 | $118,259 | $39,382 | — | $14,249 | — |
| 2023 | $70,222 | $32,496 | — | $15,409 | — |
| 2022 | $79,193 | — | — | — | — |