Plan Snapshot
- Plan Sponsor: B4gibson Management, INC.
- Sponsor EIN: 161667361
- Sponsor Address: 5511 DIETRICH ROAD, SAN ANTONIO, TX, 78219
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $3.8M
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 | 203 | $3.8M | $148,018 | $413,157 |
| 2023 | 213 | $3.1M | $190,533 | $376,109 |
| 2022 | 187 | $2.5M | $180,000 | $375,446 |
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 |
|---|---|---|---|---|
| SOL SCHWARTZ & ASSOCIATES PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $18,917 | — | $18,917 | — | — |
| 2023 | $14,797 | — | $14,797 | — | — |
| 2022 | $15,400 | — | $15,399 | — | — |