Plan Snapshot
- Plan Sponsor: Bsi Group America, INC.
- Sponsor EIN: 311655354
- Sponsor Address: 12950 WORLDGATE DRIVE SUITE 800, HERNDON, VA, 20170
- Plan Type: 401(k)
- Total Participants: 991
- Total Assets: $130.6M
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. |
|---|---|---|---|---|
| 2024 | 991 | $130.6M | $5.8M | $10.1M |
| 2023 | 983 | $112.2M | $5.4M | $9.4M |
| 2022 | 1,021 | $92.4M | $5.3M | $9.0M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | $14,175 | — | $14,175 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,175
- Estimated Expense Ratio: 0.011% 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 | $335,498 | $233,390 | — | $14,175 | — |
| 2023 | $237,414 | $8,632 | $142,897 | — | — |
| 2022 | $279,174 | $215,236 | $63,938 | — | — |