Plan Snapshot
- Plan Sponsor: Bunting Bearings, LLC
- Sponsor EIN: 201052954
- Sponsor Address: 1001 HOLLAND PARK BOULEVARD, HOLLAND, OH, 43528
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $4.8M
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. |
|---|---|---|---|---|
| 2024 | 110 | $4.8M | $254,820 | $380,133 |
| 2023 | 101 | $4.4M | $237,762 | $370,141 |
| 2022 | 97 | $3.9M | $232,056 | $364,562 |
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 |
|---|---|---|---|---|
| WILLIAM VAUGHAN COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAM VAUGHAN COMPANY — 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 | $50,620 | $27,760 | $1,730 | — | — |
| 2023 | $43,737 | $26,438 | — | — | — |
| 2022 | $44,780 | $44,780 | — | — | — |