Plan Snapshot
- Plan Sponsor: Bwi North America, INC.
- Sponsor EIN: 270540888
- Sponsor Address: 2582 EAST RIVER ROAD, DAYTON, OH, 45439
- Plan Type: 401(k)
- Total Participants: 302
- Total Assets: $126.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 302 | $126.2M | $2.4M | $3.9M |
| 2023 | 357 | $123.1M | $2.7M | $4.5M |
| 2022 | 452 | $113.9M | $2.7M | $4.5M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $14,323 | $11,627 | $2,400 | — | — |
| 2023 | $20,697 | $12,680 | $300 | — | — |
| 2022 | $22,269 | $13,954 | — | — | — |