# Terra Holdings Dba Bhs Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/terra-holdings-dba-bhs-holdings-llc-401k-plan

> Terra Holdings Dba Bhs Holdings, LLC's 401(k) plan: 429 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Terra Holdings Dba Bhs Holdings, LLC

- **Sponsor EIN:** 133809960

- **Sponsor Address:** 770 LEXINGTON AVE, NEW YORK, NY, 100658165

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

- **Total Participants:** 429

- **Total Assets:** $64.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|429|$64.8M|$126,057|$4.2M|

| 2023|443|$59.8M|$156,874|$4.2M|

| 2022|463|$51.7M|$154,776|$3.8M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$107,306|—|$107,306|

| MORGAN STANLEY GLOBAL|INVESTMENT ADVISORY|$37,574|—|$37,574|

| MORGAN STANLEY GLOBAL|INVESTMENT ADVISORY|$35,882|—|$35,882|

| CITRIN COOPERMAN & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY GLOBAL](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY

- [MORGAN STANLEY GLOBAL](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $180,762

- **Estimated Expense Ratio:** 0.279% 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|$157,360|$50,054|$107,306|—|—|

| 2023|$102,779|$2,850|$99,929|—|—|

| 2022|$97,607|—|$97,607|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/terra-holdings-dba-bhs-holdings-llc-401k-plan)

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