Plan Snapshot
- Plan Sponsor: Bsa Lifestructures, INC.
- Sponsor EIN: 351323170
- Sponsor Address: 175 S. RANGELINE ROAD, CARMEL, IN, 46032
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 338
- Total Assets: $58.9M
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. |
|---|---|---|---|---|
| 2025 | 338 | $58.9M | $0 | $0 |
| 2024 | 221 | $50.2M | $778,872 | $2.7M |
| 2023 | 209 | $45.4M | $664,960 | $2.4M |
| 2022 | 199 | $37.1M | $587,368 | $2.1M |
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 |
|---|---|---|---|---|
| INDIE ASSET PARTNERS | Other Service Provider | $81,199 | — | $81,199 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $35,850 | — | $35,850 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,049
- Estimated Expense Ratio: 0.199% 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 |
|---|---|---|---|---|---|
| 2025 | $3,587,301 | — | — | — | — |
| 2024 | $126,446 | — | — | — | — |
| 2023 | $93,288 | — | — | — | — |
| 2022 | $74,417 | — | — | — | — |