Plan Snapshot
- Plan Sponsor: American Contract Bridge League INC.
- Sponsor EIN: 130430330
- Sponsor Address: 6575 WINDCHASE BOULEVARD, HORN LAKE, MS, 38637
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 85 | $13.7M | $276,913 | $494,785 |
| 2023 | 89 | $12.0M | $180,808 | $431,535 |
| 2022 | 90 | $11.1M | $133,593 | $522,663 |
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 |
|---|---|---|---|---|
| RELIANT INVESTMENT MANAGEMENT | Other Service Provider | $14,758 | — | $14,758 |
| B. RILEY WEALTH ADVISORS | Other Service Provider | $8,315 | — | $8,315 |
| DUNCAN WILLIAMS ASSET MANAGEMENT | Other Service Provider | $6,443 | — | $6,443 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,516
- Estimated Expense Ratio: 0.216% 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 | $56,758 | $29,516 | $5,925 | — | — |
| 2023 | $45,354 | $26,044 | $150 | — | — |
| 2022 | $45,005 | $26,236 | $18,544 | — | $225 |