# Barrett Daffin Frappier Turner & Engel, LLP 401(k) Plan
Source: https://planprovider.pro/companies/barrett-daffin-frappier-turner-engel-llp-401k-plan

> Barrett Daffin Frappier Turner & Engel, LLP's 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barrett Daffin Frappier Turner & Engel, LLP

- **Sponsor EIN:** 752308147

- **Sponsor Address:** 4004 BELT LINE ROAD, ADDISON, TX, 75001

- **Plan Type:** 401(k)

- **Total Participants:** 120

- **Total Assets:** $15.9M

## 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|120|$15.9M|$31,184|$676,651|

| 2023|135|$15.0M|$136,052|$693,647|

| 2022|153|$13.3M|$146,000|$704,264|

## 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|

| MMA SECURITIES|INVESTMENT ADVISOR|$27,323|—|$27,323|

| ROBERT RUSSELL, CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ROBERT RUSSELL, CPA, PLLC](https://planprovider.pro/provider/robert-russell-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,323

- **Estimated Expense Ratio:** 0.172% 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|$1,870|—|—|—|—|

| 2023|$3,417|—|—|—|—|

| 2022|$3,760|—|—|—|—|

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