Plan Snapshot
- Plan Sponsor: Bastion Technologies, INC.
- Sponsor EIN: 760586385
- Sponsor Address: 17625 EL CAMINO REAL, HOUSTON, TX, 77058
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 717
- Total Assets: $79.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 717 | $79.3M | $0 | $0 |
| 2024 | 565 | $74.5M | $871,667 | $3.9M |
| 2023 | 548 | $67.8M | $884,559 | $3.9M |
| 2022 | 487 | $57.5M | $800,778 | $3.5M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | Recordkeeper | $114,606 | — | $114,606 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,606
- Estimated Expense Ratio: 0.145% 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 |
|---|---|---|---|---|---|
| 2025 | $10,522,072 | — | — | — | — |
| 2024 | $122,983 | — | — | — | — |
| 2023 | $125,578 | — | — | — | — |
| 2022 | $126,548 | — | — | — | — |