Plan Snapshot
- Plan Sponsor: Baptist Community Services
- Sponsor EIN: 752206268
- Sponsor Address: 701 PARK PLACE AVENUE, AMARILLO, TX, 79101
- Plan Type: 401(k)
- Total Participants: 401
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 401 | $14.8M | $193,724 | $681,370 |
| 2023 | 341 | $12.7M | $209,202 | $644,819 |
| 2022 | 346 | $11.2M | $230,872 | $701,043 |
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 |
|---|---|---|---|---|
| CMMS CPAS & ADVISORS PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $98,660 | $41,875 | $56,785 | — | — |
| 2023 | $82,444 | $75,376 | $5,868 | — | — |
| 2022 | $77,289 | $72,517 | $2,398 | — | — |