Plan Snapshot
- Plan Sponsor: Bwi Companies, INC.
- Sponsor EIN: 751789544
- Sponsor Address: 1355 NORTH KINGS HWY, NASH, TX, 75569
- Plan Type: 401(k)
- Total Participants: 601
- Total Assets: $67.4M
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 | 601 | $67.4M | $936,861 | $2.5M |
| 2023 | 576 | $63.6M | $986,921 | $2.4M |
| 2022 | 596 | $55.6M | $976,151 | $2.4M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $20,910 | — | $20,910 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,910
- Estimated Expense Ratio: 0.031% 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 | $207,257 | $114,825 | — | $20,910 | — |
| 2023 | $153,872 | $56,021 | — | — | — |
| 2022 | $227,804 | $75,768 | $152,036 | — | — |