Plan Snapshot
- Plan Sponsor: Bps Supply Group
- Sponsor EIN: 952546428
- Sponsor Address: 3301 ZACHARY AVENUE, SHAFTER, CA, 93263
- Plan Type: 401(k)
- Plan Number: 002
- 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. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $626,933 | $1.4M |
| 2023 | 224 | $20.4M | $340,722 | $731,290 |
| 2022 | 212 | $18.6M | $588,927 | $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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES | Investment Advisor | $41,643 | — | $41,643 |
| ONEAMERICA RETIREMENT SERVICES LLC | Recordkeeper | $37,713 | — | $37,713 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — Investment Advisor
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,356
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 | $88,584 | $5,036 | — | — | — |
| 2023 | $59,815 | $32,994 | — | — | — |
| 2022 | $80,035 | $58,989 | — | — | $21,046 |