Plan Snapshot
- Plan Sponsor: Aunt Bertha, A Public Benefit Corporation
- Sponsor EIN: 273354421
- Sponsor Address: 3616 FAR WEST BLVD, AUSTIN, TX, 78731
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 199 | $7.8M | $0 | $1.7M |
| 2023 | 197 | $5.9M | $0 | $1.6M |
| 2022 | 270 | $4.5M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $10,911 | — | $10,911 |
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $5,668 | $5,668 |
| RUSSON + JOHNSTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- RUSSON + JOHNSTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,579
- Estimated Expense Ratio: 0.212% 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 | $12,009 | $5,481 | — | — | — |
| 2023 | $9,362 | $4,158 | — | — | — |
| 2022 | $4,456 | $4,428 | $28 | — | — |