Plan Snapshot
- Plan Sponsor: Bally'S Management Group, LLC
- Sponsor EIN: 133472600
- Sponsor Address: 100 TWIN RIVER ROAD, LINCOLN, RI, 02865
- Plan Type: 401(k)
- Total Participants: 6,731
- Total Assets: $175.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,731 | $175.4M | $5.8M | $17.2M |
| 2023 | 6,633 | $152.0M | $5.1M | $14.9M |
| 2022 | 5,770 | $124.5M | $4.1M | $13.0M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Recordkeeper | — | $110,000 | $110,000 |
| THE ANGELL PENSION GROUP, INC. | Recordkeeper | — | $78,479 | $78,479 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,479
- Estimated Expense Ratio: 0.107% 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 | $439,026 | — | $371,000 | — | — |
| 2023 | $535,270 | — | $402,665 | — | — |
| 2022 | $233,967 | — | — | — | — |