Plan Snapshot
- Plan Sponsor: Bps Supply Group
- Sponsor EIN: 952546428
- Sponsor Address: 3301 ZACHARY AVENUE, SHAFTER, CA, 93263
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $379,032
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $379,032 | $1.8M | $547,284 |
| 2023 | 162 | $403,228 | $2.1M | $645,246 |
| 2022 | 170 | $1.1M | $2.2M | $563,584 |
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 |
|---|---|---|---|---|
| HEALTHNOW | Other Service Provider | $1,110,605 | — | $1,110,605 |
| TRION GROUP, A MARSH & MCLENNAN | Investment Advisor | — | $101,622 | $101,622 |
| THE BENECON GROUP, LLC | Other Service Provider | — | $29,178 | $29,178 |
| CONNECTCARE3, LLC | Other Service Provider | — | $10,136 | $10,136 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRION GROUP, A MARSH & MCLENNAN — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,251,541
- Estimated Expense Ratio: 330.194% 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 | $1,111,354 | $39,314 | $165,714 | — | — |
| 2023 | $1,125,140 | $43,946 | $169,870 | — | — |
| 2022 | $939,040 | $40,098 | $161,985 | — | — |