Plan Snapshot
- Plan Sponsor: Bsquare Corporation
- Sponsor EIN: 911650880
- Sponsor Address: 1415 WESTERN AVE., SUITE 700, SEATTLE, WA, 98101
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 19
- Total Assets: $21.8M
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. |
|---|---|---|---|---|
| 2023 | 19 | $21.8M | $76,893 | $335,226 |
| 2022 | 25 | $21.2M | $101,580 | $433,941 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $30,698 | — | $30,698 |
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | $21,051 | — | $21,051 |
| CLARK NUBER PS | Auditor | $17,400 | — | $17,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- KESTRA ADVISORY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,149
- Estimated Expense Ratio: 0.318% 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 |
|---|---|---|---|---|---|
| 2023 | $69,149 | $21,051 | — | $17,400 | — |
| 2022 | $85,871 | — | — | — | — |