Plan Snapshot
- Plan Sponsor: Baptist Community Services
- Sponsor EIN: 752206268
- Sponsor Address: 701 PARK PLACE AVENUE, AMARILLO, TX, 79101
- Plan Type: DC
- Total Participants: 378
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 378 | $12.5M | $824,743 | $0 |
| 2023 | 365 | $10.9M | $758,308 | $0 |
| 2022 | 362 | $9.5M | $795,335 | $0 |
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 | $89,197 | $35,819 | — | — | — |
| 2023 | $76,651 | $65,242 | $8,698 | — | — |
| 2022 | $73,837 | $63,130 | $6,687 | — | — |