# Bw-M PA 24, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/bw-m-pa-24-ltd-981617667-001

> Bw-M PA 24, Ltd.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bw-M PA 24, Ltd.

- **Sponsor EIN:** 981617667

- **Sponsor Address:** ONE NYALA FARMS ROAD, WESTPORT, CT, 06880

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $467.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$467.0M|$0|$0|

| 2023|0|$1.1B|$0|$0|

| 2022|0|$1.4B|$0|$0|

## 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|

| BRIDGEWATER ASSOCIATES, LP|Other Service Provider|$10,048,837|—|$10,048,837|

| BANK OF NEW YORK MELLON CORPORATION|Other Service Provider|$490,432|—|$490,432|

| NEWEDGE|Other Service Provider|$272,497|—|$272,497|

| NORTHERN TRUST HEDGE FUND SERVICES|Other Service Provider|$257,701|—|$257,701|

| UBS SECURITIES|Other Service Provider|$223,786|—|$223,786|

| KPMG LLP|Auditor|$128,991|—|$128,991|

| CITIGROUP GLOBAL MARKETS INC.|Other Service Provider|$58,836|—|$58,836|

| BANK OF AMERICA|Other Service Provider|$54,249|—|$54,249|

| GOLDMAN SACHS & CO.|Investment Advisor|$47,344|—|$47,344|

| MACQUARIE GROUP LTD|Other Service Provider|$42,474|—|$42,474|

| BARCLAYS CAPITAL INC.|Other Service Provider|$36,920|—|$36,920|

| BNP PARIBAS|Other Service Provider|$32,210|—|$32,210|

| JP MORGAN SECURITIES INC.|Other Service Provider|$30,749|—|$30,749|

| SOCIETE GENERALE AMERICAS SECURITIE|Other Service Provider|$15,788|—|$15,788|

| MAPLES CORPORATE SERVICES LIMITED|Other Service Provider|$15,272|—|$15,272|

| FLEMING FINANCIAL SERVICES, P.C.|Other Service Provider|$13,000|—|$13,000|

| COHEN & COMPANY, LTD.|Other Service Provider|$8,900|—|$8,900|

| ERNST & YOUNG U.S. LLP|Other Service Provider|$8,698|—|$8,698|

| PRICEWATERHOUSE COOPERS LLP|Other Service Provider|$7,559|—|$7,559|

| SIDLEY AUSTIN LLP|ERISA Attorney|$5,525|—|$5,525|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

- [GOLDMAN SACHS & CO.](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [SIDLEY AUSTIN LLP](https://planprovider.pro/provider/sidley-austin-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,799,768

- **Estimated Expense Ratio:** 2.526% 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|$15,522,381|$10,048,837|$650,273|$73,080|—|

| 2023|$15,681,960|$10,184,197|$598,259|$69,405|—|

| 2022|$33,023,459|$30,379,712|$654,698|—|$230,729|

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