Plan Snapshot
- Plan Sponsor: Bvh, INC.
- Sponsor EIN: 471888435
- Sponsor Address: 11401 LAMAR AVE., OVERLAND PARK, KS, 66211
- Plan Type: 401(k)
- Total Participants: 7,022
- Total Assets: $3.0B
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 | 7,022 | $3.0B | $117.9M | $94.0M |
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 |
|---|---|---|---|---|
| KWMG LLC | Other Service Provider | $715,138 | — | $715,138 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $472,953 | — | $472,953 |
| GREATBANC TRUST COMPANY | Other Service Provider | $147,000 | — | $147,000 |
| CREATIVE PLANNING LLC | Investment Advisor | $91,633 | — | $91,633 |
| CREATIVE PLANNING HOLDCO LLC | Investment Advisor | $68,688 | — | $68,688 |
| DYNAMIC WEALTH ADVISORS | Other Service Provider | $34,734 | — | $34,734 |
| SIGNATURE INVESTMENT ADVISORS | Other Service Provider | $30,600 | — | $30,600 |
| GLASS LAKES CAPITAL MANAGEMENT | Other Service Provider | $30,266 | — | $30,266 |
| STEELPEAK WEALTH LLC | Investment Advisor | $28,685 | — | $28,685 |
| FISHER INVESTMENTS | Recordkeeper | $28,369 | — | $28,369 |
| MORNINGSTAR INVESTMENT SERVICE | Other Service Provider | $27,003 | — | $27,003 |
| OPTIMA CAPITAL MANAGEMENT LLC | Other Service Provider | $26,578 | — | $26,578 |
| PICKETT CHANEY & MCMULLEN LLP | Auditor | $26,150 | — | $26,150 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $25,546 | — | $25,546 |
| RDA FINANCIAL NETWORK INC | Other Service Provider | $20,118 | — | $20,118 |
| COMPUTERSHARE INC. | Other Service Provider | $17,000 | — | $17,000 |
| CETERA INVESTMENT ADVISERS LLC | Other Service Provider | $14,438 | — | $14,438 |
| FLEXIBLE PLAN INVESTMENTS LTD | Other Service Provider | $12,071 | — | $12,071 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $11,767 | — | $11,767 |
| NATIONS FINANCIAL GROUP INC | Other Service Provider | $11,224 | — | $11,224 |
| BRINKER CAPITAL INVESTMENTS LL | Other Service Provider | $9,691 | — | $9,691 |
| LPL FINANCIAL LLC | Investment Advisor | $9,340 | — | $9,340 |
| MODERA WEALTH MANAGEMENT LLC | Other Service Provider | $9,067 | — | $9,067 |
| HOWARD CAPITAL MANAGEMENT INC | Other Service Provider | $9,010 | — | $9,010 |
| THE ETF STORE INC | Other Service Provider | $5,541 | — | $5,541 |
| INTELLICENTS INVESTMENT | Investment Advisor | $5,361 | — | $5,361 |
| CAPITAL MGMT SERVICES INC | Other Service Provider | $5,318 | — | $5,318 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- CREATIVE PLANNING HOLDCO LLC — Investment Advisor
- STEELPEAK WEALTH LLC — Investment Advisor
- FISHER INVESTMENTS — Recordkeeper
- PICKETT CHANEY & MCMULLEN LLP — Auditor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- LPL FINANCIAL LLC — Investment Advisor
- INTELLICENTS INVESTMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,893,289
- Estimated Expense Ratio: 0.062% 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 | $1,903,835 | $1,240,046 | $190,196 | — | — |