Plan Snapshot
- Plan Sponsor: Bridgemark Healthcare, LLC
- Sponsor EIN: 470847045
- Sponsor Address: 500 NORTHWEST PLAZA DRIVE, SAINT ANN, MO, 63074
- Plan Type: 401(k)
- Total Participants: 886
- Total Assets: $8.1M
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 | 886 | $8.1M | $227,769 | $1.1M |
| 2023 | 652 | $6.7M | $207,941 | $1.0M |
| 2022 | 990 | $5.2M | $159,859 | $838,116 |
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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | INVESTMENT ADVISOR | $22,695 | — | $22,695 |
| APS PENTEGRA | TPA | $13,953 | — | $13,953 |
| PENTEGRA SERVICES INC | TPA | $7,567 | — | $7,567 |
| MARR AND COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — INVESTMENT ADVISOR
- APS PENTEGRA — TPA
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,215
- Estimated Expense Ratio: 0.543% 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 | $46,038 | — | — | — | — |
| 2023 | $58,803 | — | — | — | — |
| 2022 | $62,785 | — | $62,785 | — | — |