Plan Snapshot
- Plan Sponsor: Bsc Acquisition Sub, LLC
- Sponsor EIN: 522287255
- Sponsor Address: 7702 PLANTATION ROAD, ROANOKE, VA, 24019
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 313
- Total Assets: $32.5M
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 | 313 | $32.5M | $0 | $0 |
| 2024 | 289 | $28.8M | $284,737 | $1.2M |
| 2023 | 308 | $26.0M | $263,773 | $1.1M |
| 2022 | 359 | $21.8M | $280,455 | $1.1M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | $147,208 | — | $147,208 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $104,582 | — | $104,582 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $251,790
- Estimated Expense Ratio: 0.775% 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 | $2,770,241 | $147,208 | — | $4,000 | — |
| 2024 | $229,785 | $133,667 | — | — | — |
| 2023 | $198,316 | $113,185 | — | — | — |
| 2022 | $202,722 | $118,545 | — | — | — |