# The Better Business Bureau, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-better-business-bureau-inc-401k-plan-004

> The Better Business Bureau, INC.'s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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