# Bvo Holdings Corporation 401(k) Plan
Source: https://planprovider.pro/companies/bvo-holdings-corporation-401k-plan

> Bvo Holdings Corporation's 401(k) plan: 314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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