# Bakerripley 403(b) Plan
Source: https://planprovider.pro/companies/bakerripley-403b-plan

> Bakerripley's 403(b) plan: 1,334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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