# Bullivant Houser Bailey PC 401(k) Plan
Source: https://planprovider.pro/companies/bullivant-houser-bailey-pc-401k-plan

> Bullivant Houser Bailey PC's 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bullivant Houser Bailey PC

- **Sponsor EIN:** 931129534

- **Sponsor Address:** ONE SW COLUMBIA STREET, PORTLAND, OR, 972042089

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

- **Total Participants:** 139

- **Total Assets:** $64.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|139|$64.7M|$561,396|$1.6M|

| 2023|147|$71.0M|$580,425|$1.6M|

| 2022|142|$63.5M|$554,581|$1.6M|

## 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|

| PERKINS & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PERKINS & COMPANY, P.C.](https://planprovider.pro/provider/perkins-and-company-pc) — Auditor

## 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|$66,995|$36,713|—|—|—|

| 2023|$75,810|$31,624|$12,900|—|—|

| 2022|$92,665|$41,304|—|—|—|

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