# The Bms Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-bms-enterprises-llc-401k-plan

> The Bms Enterprises, LLC's 401(k) plan: 1,030 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Bms Enterprises, LLC

- **Sponsor EIN:** 751463179

- **Sponsor Address:** 5718 AIRPORT FREEWAY, HALTOM CITY, TX, 76117

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

- **Total Participants:** 1,030

- **Total Assets:** $22.1M

## 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|1,030|$22.1M|$0|$1.7M|

| 2023|893|$19.4M|$0|$1.6M|

| 2022|828|$16.9M|$0|$1.4M|

## 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|

| ALERUS FINANCIAL, N.A.|NONE|$64,362|—|$64,362|

| ALERUS INVESTMENT ADVISORS, INC.|NONE|$21,825|—|$21,825|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $86,187

- **Estimated Expense Ratio:** 0.391% 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|$86,187|$21,825|$47,830|—|—|

| 2023|$86,721|$67,218|—|—|—|

| 2022|$74,258|$21,968|—|—|—|

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