Plan Snapshot
- Plan Sponsor: Bakerripley
- Sponsor EIN: 237062976
- Sponsor Address: 4450 HARRISBURG BLVD SUITE 200, HOUSTON, TX, 77011
- Plan Type: 403(b)
- Total Participants: 1,334
- Total Assets: $43.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,334 | $43.9M | $2.0M | $3.2M |
| 2023 | 1,358 | $38.4M | $1.9M | $3.1M |
| 2022 | 1,358 | $31.0M | $1.7M | $2.9M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,000
- Estimated Expense Ratio: 0.032% 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 | $202,837 | $43,904 | — | $14,000 | — |
| 2023 | $179,587 | $43,804 | — | $11,500 | — |
| 2022 | $178,304 | $45,013 | — | — | $11,276 |