Plan Snapshot
- Plan Sponsor: Bridgestone Hosepower, L.L.C.
- Sponsor EIN: 593037407
- Sponsor Address: 50 INDUSTRIAL LOOP N, ORANGE PARK, FL, 32073
- Plan Type: 401(k)
- Total Participants: 671
- Total Assets: $28.6M
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 | 671 | $28.6M | $1.1M | $2.7M |
| 2023 | 611 | $23.8M | $1.0M | $2.5M |
| 2022 | 598 | $18.7M | $889,971 | $2.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $98,876 | — | $98,876 |
| UBS FINANCIAL SERVICES, INC | INVESTMENT ADVISOR | $65,182 | — | $65,182 |
| CBIZ BENEFITS & INSURANCE SERVICES | CONTRACT ADMIN | $28,211 | — | $28,211 |
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC — INVESTMENT ADVISOR
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,269
- Estimated Expense Ratio: 0.671% 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 | $62,255 | — | — | — | — |
| 2023 | $61,426 | — | — | — | — |
| 2022 | $41,936 | — | $41,936 | — | — |