Plan Snapshot
- Plan Sponsor: Barrow, Hanley, Mewhinney And Strauss, LLC
- Sponsor EIN: 752403190
- Sponsor Address: 2200 ROSS AVE, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $90.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 100 | $90.6M | $3.5M | $1.4M |
| 2023 | 104 | $94.9M | $3.3M | $1.3M |
| 2022 | 100 | $83.5M | $3.1M | $1.3M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $23,525 | — | — | — | — |
| 2023 | $28,088 | — | — | — | — |
| 2022 | $27,862 | — | — | — | — |