Plan Snapshot
- Plan Sponsor: The Better Business Bureau, INC.
- Sponsor EIN: 860006552
- Sponsor Address: 1010 E MISSOURI AVENUE, PHOENIX, AZ, 850142602
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $8.5M
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 | 133 | $8.5M | $257,235 | $614,750 |
| 2023 | 134 | $6.9M | $238,575 | $549,691 |
| 2022 | 130 | $6.1M | $213,594 | $514,983 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $46,961 | $24,920 | $22,041 | — | — |
| 2023 | $43,435 | $24,500 | $18,935 | — | — |
| 2022 | $41,339 | $23,085 | $18,254 | — | — |