1 critical issueTerminating
Bzbx, Inc.
81-0886074· Lantana, TX· 2025 filing· vs 7,505 plans your size in your industry
F
0/100
Overall grade
Falling behind on most measures.
F
Fees
estimated
–
Financial Wellness
F
Plan design
C
Compliance
Fees
Estimated · fees not public
We estimate 110 bps all-in for a plan this size, covering AUA, per-employee, and admin costs.
cheaper95th percentilepricier
Financial Wellness
Plan design
Good base, but no automatic enrollment. That's the top thing to add.
Employer match
The plan matches employee contributions, the single strongest driver of participation and savings.
Profit sharing
The employer also makes profit-sharing contributions on top of the match.
No automatic enrollment
Employees have to opt in themselves. Auto-enrollment is the easiest way to lift participation, and most newly started plans are now required to include it.
Not safe harbor
The plan has to pass annual IRS nondiscrimination testing, which can cap what owners and higher earners are allowed to contribute.
No brokerage window
Employees can only invest through the plan's core fund menu. A brokerage window opens the wider market for people who want more control.
No Mega Backdoor Roth
High earners are capped at the standard contribution limit. A Mega Backdoor Roth lets them save well past it with after-tax dollars converted to Roth, and it's one of the most-requested features at competitive companies.
Compliance & health
1 critical issue on the latest filing. These need attention.
Plan filing final return, in-market for rollover/replacement
Flagged on the latest filing. Worth a closer look with your provider.
Compare
How does Bzbx, Inc. stack up against another company?
Search a competitor to see the two report cards side by side.
Prefer to use your EIN?
Recordkeeper
Not identified
Key insights
- Strongest area: compliance & health. 1 critical issue on the latest filing. These need attention.
- Best place to improve: plan design. Good base, but no automatic enrollment. That's the top thing to add.
Ask about your plan
Grounded in your Form 5500 data
Live
Try asking:
Shift+Enter for new line · Enter to send