Plan Snapshot
- Plan Sponsor: B+T Group Holdings, INC
- Sponsor EIN: 472588961
- Sponsor Address: 1717 SOUTH BOULDER, TULSA, OK, 741194843
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 68 | $10.1M | $186,904 | $419,855 |
| 2023 | 87 | $9.5M | $262,288 | $548,200 |
| 2022 | 164 | $7.9M | $347,759 | $698,732 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $59,408 | — | $59,408 |
| ARMANINO LLP | NONE | $9,975 | — | $9,975 |
| ARMANINOLLP | Auditor | $9,975 | — | $9,975 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ARMANINO LLP — NONE
- ARMANINOLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,358
- Estimated Expense Ratio: 0.788% 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 | $13,325 | — | $3,350 | $9,975 | — |
| 2023 | $11,978 | — | $11,978 | — | — |
| 2022 | $2,753 | — | $2,753 | — | — |