Plan Snapshot
- Plan Sponsor: Bvo Holdings Corporation
- Sponsor EIN: 861201188
- Sponsor Address: 300 EAST CITATION WAY, MILWAUKEE, WI, 53207
- Plan Type: 401(k)
- Total Participants: 314
- Total Assets: $7.1M
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 | 314 | $7.1M | $459,405 | $1.4M |
| 2023 | 253 | $5.1M | $539,140 | $981,035 |
| 2022 | 138 | $3.2M | $202,426 | $538,313 |
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 |
|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | OTHER / RECORDKEEPER | $33,728 | — | $33,728 |
| WIPFLI | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,728
- Estimated Expense Ratio: 0.473% 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 | $33,728 | — | — | — | — |
| 2023 | $24,143 | — | — | — | — |
| 2022 | — | — | — | — | — |