Plan Snapshot
- Plan Sponsor: Baron Weather, INC.
- Sponsor EIN: 631195363
- Sponsor Address: 4930 RESEARCH DRIVE, HUNTSVILLE, AL, 35805
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $13.5M
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 | 87 | $13.5M | $150,489 | $726,791 |
| 2023 | 86 | $12.9M | $141,928 | $721,756 |
| 2022 | 87 | $12.7M | $160,265 | $696,613 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $28,000 | — | $28,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $17,738 | — | $17,738 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,738
- Estimated Expense Ratio: 0.339% 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 | $47,403 | $29,665 | — | — | — |
| 2023 | $49,277 | $29,735 | — | — | — |
| 2022 | $54,838 | $33,424 | $21,414 | — | — |