Plan Snapshot
- Plan Sponsor: Baldwin & Shell Construction Co.
- Sponsor EIN: 710286511
- Sponsor Address: P.O. BOX 1750, LITTLE ROCK, AR, 72203
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $12.8M
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 | 290 | $12.8M | $582,128 | $1.1M |
| 2023 | 272 | $11.7M | $382,390 | $975,910 |
| 2022 | 247 | $10.7M | $331,822 | $910,955 |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $30,940 | — | $30,940 |
| FIRST SECURITY BANK | Other Service Provider | $22,368 | — | $22,368 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $5,095 | — | $5,095 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,403
- Estimated Expense Ratio: 0.458% 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 | $58,403 | $22,368 | — | — | — |
| 2023 | $70,394 | — | $2,200 | — | — |
| 2022 | $56,609 | $45,743 | $10,866 | — | — |