Plan Snapshot
- Plan Sponsor: Banker'S Toolbox, INC.
- Sponsor EIN: 474367478
- Sponsor Address: 12331 B RIATA TRACE PARKWAY, AUSTIN, TX, 787276530
- Plan Type: 401(k)
- Total Participants: 617
- Total Assets: $76.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 617 | $76.5M | $2.6M | $7.1M |
| 2023 | 582 | $58.8M | $2.5M | $6.5M |
| 2022 | 558 | $41.5M | $3.6M | $6.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $74,680 | — | $74,680 |
| ALLIANT RETIREMENT SERVICES | ADVISOR | $60,000 | — | $60,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,230 | — | $15,230 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,910
- Estimated Expense Ratio: 0.196% 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 | $149,910 | $75,230 | — | — | — |
| 2023 | $140,180 | $76,031 | — | — | — |
| 2022 | $164,286 | $15,873 | — | — | — |