Plan Snapshot
- Plan Sponsor: Barcel Usa, LLC
- Sponsor EIN: 205934433
- Sponsor Address: 301 S NORTHPOINT SUITE 100, COPPELL, TX, 75019
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $12.6M
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. |
|---|---|---|---|---|
| 2023 | 398 | $12.6M | $1.1M | $1.8M |
| 2022 | 506 | $8.1M | $839,738 | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $107,000 | — | $107,000 |
| KESTRA INVESTMENT SERVICES LLC | BROKER/ADVISER | — | $47,266 | $47,266 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $9,520 | — | $9,520 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,786
- Estimated Expense Ratio: 1.302% 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 |
|---|---|---|---|---|---|
| 2023 | $58,260 | $4,760 | — | — | — |
| 2022 | $41,823 | — | $41,823 | — | — |