Plan Snapshot
- Plan Sponsor: Bw Supplies, LLC
- Sponsor EIN: 113681654
- Sponsor Address: 450 NORTH OAK STREET, INGLEWOOD, CA, 90302
- Plan Type: 401(k)
- Total Participants: 1,250
- Total Assets: $8.4M
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 | 1,250 | $8.4M | $0 | $575,653 |
| 2023 | 1,220 | $7.9M | $0 | $526,469 |
| 2022 | 1,170 | $6.9M | $0 | $505,704 |
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 |
|---|---|---|---|---|
| ODER INVESTMENT MANAGEMENT, LLC | Investment Advisor | — | $23,529 | $23,529 |
| CENTRAL ADMINISTRATIVE SERVICES INC | Recordkeeper | $4,201 | $3,800 | $8,001 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $7,839 | — | $7,839 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,369
- Estimated Expense Ratio: 0.466% 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 | $12,040 | — | $12,040 | — | — |
| 2023 | $9,959 | — | $9,959 | — | — |
| 2022 | $9,438 | — | $9,438 | — | — |