Plan Snapshot
- Plan Sponsor: Bauer Equipment America INC
- Sponsor EIN: 741552009
- Sponsor Address: 680 CONROE PARK WEST DRIVE, CONROE, TX, 77303
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $10.6M
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 | 155 | $10.6M | $454,860 | $863,956 |
| 2023 | 162 | $9.2M | $366,665 | $850,010 |
| 2022 | 151 | $7.5M | $248,988 | $841,361 |
| 2021 | 155 | $8.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| BREEDLOVE & CO., P.C. | 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 | $49,553 | $24,824 | $24,729 | — | — |
| 2023 | $40,459 | $19,675 | $20,784 | — | — |
| 2022 | $35,469 | $16,596 | $18,873 | — | — |
| 2021 | $5,329 | — | $765 | — | — |