# Aunt Bertha, A Public Benefit Corporation 401(k) Plan
Source: https://planprovider.pro/companies/aunt-bertha-a-public-benefit-corporation-plan

> Aunt Bertha, A Public Benefit Corporation's 401(k) plan: 199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/guideline-inc) — RECORDKEEPER

- [RUSSON + JOHNSTON LLP](https://planprovider.pro/provider/pension-assurance-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aunt-bertha-a-public-benefit-corporation-plan)

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