Plan Snapshot
- Plan Sponsor: Baker Drywall Partnership, LLP
- Sponsor EIN: 200967512
- Sponsor Address: 401 HWY. 80 EAST, MESQUITE, TX, 751505826
- Plan Type: 401(k)
- Total Participants: 649
- Total Assets: $44.4M
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 | 649 | $44.4M | $1.2M | $2.0M |
| 2023 | 1,198 | $41.1M | $1.1M | $1.8M |
| 2022 | 979 | $35.4M | $716,145 | $1.7M |
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 |
|---|---|---|---|---|
| FROST BANK | ADVISOR | $46,500 | — | $46,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $13,658 | — | $13,658 |
| LANE, GORMAN, TRUBITT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LANE, GORMAN, TRUBITT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,158
- Estimated Expense Ratio: 0.136% 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 | $60,159 | $46,500 | $301 | — | — |
| 2023 | $64,395 | $46,500 | — | — | — |
| 2022 | $93,098 | — | — | — | — |