# Bs&A Software 401(k) Plan
Source: https://planprovider.pro/companies/bs-a-software-401k-plan

> Bs&A Software's 401(k) plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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