Plan Snapshot
- Plan Sponsor: Business Training Library, LLC
- Sponsor EIN: 431746975
- Sponsor Address: 14500 S. OUTER FORTY RD. STE 415, TOWN AND COUNTRY, MO, 63017
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $6.4M
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 | 111 | $6.4M | $310,888 | $595,621 |
| 2023 | 115 | $5.0M | $280,393 | $539,374 |
| 2022 | 84 | $4.1M | $217,789 | $417,003 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $4,600 | $2,835 | $1,715 | — | — |
| 2023 | $3,972 | — | $3,972 | — | — |
| 2022 | $20,525 | — | $20,525 | — | — |