Plan Snapshot
- Plan Sponsor: Bsi Engineering, LLC
- Sponsor EIN: 208492458
- Sponsor Address: 300 EAST BUSINESS WAY, CINCINNATI, OH, 45241
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $29.3M
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 | 218 | $29.3M | $812,352 | $2.6M |
| 2023 | 231 | $25.9M | $790,247 | $2.7M |
| 2022 | 233 | $21.0M | $862,533 | $2.8M |
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 |
|---|---|---|---|---|
| KSM CPAS & ADVISORS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $84,845 | $41,908 | $42,937 | — | — |
| 2023 | $78,972 | $37,870 | $41,102 | — | — |
| 2022 | $71,725 | $33,283 | $38,442 | — | — |