Retirement plan

BP WASTEWATER SERVICES LLC 401K PLAN

Name: BP WASTEWATER SERVICES LLC - BP WASTEWATER SERVICES LLC 401K PLAN (2024) Form 5500
Creator: BP WASTEWATER SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BP WASTEWATER SERVICES LLC 401K PLAN, BP WASTEWATER SERVICES LLC

BP WASTEWATER SERVICES LLCEIN 84-3181280Plan #001PY 2024

557 RIVERSIDE AVENUE - BURLINGTON, VT 05401802-829-1556

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$719K

+52.2% from 2023

Total participants

+8.3% from 2023

Average account balance

$55,334

+40.5% from 2023

Annual return

12.09%

+0.86 pp from 2023

Benchmarks

See 1,943 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,943 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$719K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$55K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.09%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$807

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$10K

$807 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.459%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,334

$97,765-43.4%

$103,486-46.5%

$145,884-62.1%

Participation rate

100.0%

81.1%+18.9pp

80.5%+19.5pp

80.3%+19.7pp

Annual return

12.09%

25.44%-13.4pp

23.93%-11.8pp

551.85%-539.8pp

Employer contribution / active EE

$15,385

$4,687+228.2%

$4,679+228.8%

$4,662+230.0%

Participant deferral / active EE

$6,606-100.0%

$6,628-100.0%

$6,690-100.0%

Admin fee / account holder

$807

$12,505-93.5%

$9,354-91.4%

$13,392-94.0%

BP WASTEWATER SERVICES LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BP WASTEWATER SERVICES LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion