Plan Snapshot
- Plan Sponsor: Broadstreet Partners, INC.
- Sponsor EIN: 310982037
- Sponsor Address: 580 NORTH 4TH STREET, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 5,101
- Total Assets: $513.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,101 | $513.6M | $15.1M | $34.1M |
| 2023 | 3,026 | $295.7M | $7.6M | $20.0M |
| 2022 | 2,433 | $212.8M | $6.0M | $15.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $96,087 | — | $96,087 |
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $76,913 | — | $76,913 |
| CSH GROUP, INC. | ACCOUNTANT/AUDITOR | $20,800 | — | $20,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,800
- Estimated Expense Ratio: 0.038% 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 | $190,716 | — | — | $20,800 | — |
| 2023 | $223,442 | $72,300 | — | $23,000 | — |
| 2022 | $166,742 | — | — | — | — |