Plan Snapshot
- Plan Sponsor: Mrs Bpo, LLC
- Sponsor EIN: 261622570
- Sponsor Address: 1930 OLNEY AVENUE, CHERRY HILL, NJ, 08003
- Plan Type: 401(k)
- Total Participants: 275
- Total Assets: $5.2M
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 | 275 | $5.2M | $0 | $220,576 |
| 2023 | 325 | $5.1M | $0 | $239,160 |
| 2022 | 323 | $4.4M | $0 | $308,715 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | Other Service Provider | $17,972 | — | $17,972 |
| BLUEFIN FINANCIAL | Other Service Provider | $12,304 | — | $12,304 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,276
- Estimated Expense Ratio: 0.581% 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 | $30,276 | $12,304 | $17,972 | — | — |
| 2023 | $29,231 | $11,748 | $17,483 | — | — |
| 2022 | $36,136 | $11,887 | $22,273 | — | $1,976 |