Plan Snapshot
- Plan Sponsor: Bully Pulpit Interactive, LLC
- Sponsor EIN: 270860668
- Sponsor Address: 1445 NEW YORK AVENUE NW, WASHINGTON, DC, 20005
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $16.1M
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 | 184 | $16.1M | $844,046 | $1.8M |
| 2023 | 149 | $12.1M | $800,152 | $1.8M |
| 2022 | 194 | $8.4M | $811,647 | $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 |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE | Other Service Provider | — | $27,466 | $27,466 |
| TRIBRIDGE PARTNERS FINANCIAL LL | Other Service Provider | — | $14,728 | $14,728 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $7,512 | — | $7,512 |
| CLIFTONLARSONALLEN LLP | Auditor | $5,028 | — | $5,028 |
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: $54,734
- Estimated Expense Ratio: 0.340% 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 | $15,513 | $12,563 | $2,750 | — | — |
| 2023 | $6,051 | $4,301 | $1,600 | — | — |
| 2022 | $17,265 | — | — | — | — |