# Bulley And Andrews, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bulley-and-andrews-llc-401k-plan

> Bulley And Andrews, LLC's 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bulley And Andrews, LLC

- **Sponsor EIN:** 360853340

- **Sponsor Address:** 1755 WEST ARMITAGE AVENUE, CHICAGO, IL, 60622

- **Plan Type:** 401(k)

- **Total Participants:** 177

- **Total Assets:** $35.0M

## 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|177|$35.0M|$787,640|$2.3M|

| 2023|161|$28.2M|$608,302|$1.6M|

| 2022|139|$22.4M|$285,243|$1.5M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$36,663|—|$36,663|

| SAGEVIEW ADVISORY GROUP|NONE|$25,171|—|$25,171|

| GIMBEL ABRAMS+SINGER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,834

- **Estimated Expense Ratio:** 0.177% 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|$61,633|—|—|—|—|

| 2023|$32,044|—|—|—|—|

| 2022|$13,365|—|—|—|—|

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