# Bartlett Cocke General Contractors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bartlett-cocke-lp-401k-plan

> Bartlett Cocke General Contractors, LLC's 401(k) plan: 505 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bartlett Cocke General Contractors, LLC

- **Sponsor EIN:** 741654769

- **Sponsor Address:** 8706 LOCKWAY STREET, SAN ANTONIO, TX, 782174837

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

- **Total Participants:** 505

- **Total Assets:** $38.0M

## 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|505|$38.0M|$1.1M|$3.1M|

| 2023|465|$34.2M|$1.1M|$2.7M|

| 2022|466|$30.1M|$925,657|$2.4M|

## 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 ADVISORY GROUP, LLC|INVESTMENT MGMT|$70,944|—|$70,944|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$61,717|—|$61,717|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$18,722|—|$18,722|

| AKIN, DOHERTY, KLEIN & FEUGE, P.C.|AUDITOR|$14,000|—|$14,000|

| ADKF|Auditor|$13,500|—|$13,500|

### Verified Provider Profiles

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

- [ADKF](https://planprovider.pro/provider/adkf-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $178,883

- **Estimated Expense Ratio:** 0.471% 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|$164,883|$132,661|—|$13,500|—|

| 2023|$127,186|$117,961|—|—|—|

| 2022|$123,938|$55,817|$68,121|—|—|

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