Plan Snapshot
- Plan Sponsor: Bayes Achievement Center
- Sponsor EIN: 760398297
- Sponsor Address: 7517 STATE HIGHWAY 75 SOUTH, HUNTSVILLE, TX, 773402485
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 144 | $10.7M | $395,520 | $353,254 |
| 2023 | 154 | $9.1M | $390,207 | $278,666 |
| 2022 | 129 | $7.6M | $358,641 | $301,186 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $7,242 | — | $7,242 |
| RILEY AND COMPANY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RILEY AND COMPANY PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,242
- Estimated Expense Ratio: 0.068% 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 | $20,804 | — | $20,804 | — | — |
| 2023 | $12,825 | — | $12,825 | — | — |
| 2022 | $15,371 | — | $15,371 | — | — |