Plan Snapshot
- Plan Sponsor: Bs&A Software
- Sponsor EIN: 383024767
- Sponsor Address: 14965 ABBEY LANE, BATH, MI, 488087709
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $51.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 250 | $51.9M | $1.6M | $2.6M |
| 2023 | 187 | $42.6M | $1.7M | $2.1M |
| 2022 | 179 | $37.2M | $1.4M | $1.9M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISORY | $70,265 | $7 | $70,272 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $55,771 | — | $55,771 |
| ANDREWS HOOPER PAVLIK, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDREWS HOOPER PAVLIK, PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,043
- Estimated Expense Ratio: 0.243% 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 | $126,036 | $70,265 | $55,771 | — | — |
| 2023 | $85,977 | $41,170 | $44,807 | — | — |
| 2022 | $115,168 | $63,337 | $51,831 | — | — |