Plan Snapshot
- Plan Sponsor: Bbg, INC.
- Sponsor EIN: 473942404
- Sponsor Address: 8343 DOUGLAS AVE SUITE 700, DALLAS, TX, 75225
- Plan Type: 401(k)
- Total Participants: 523
- Total Assets: $30.9M
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 | 523 | $30.9M | $45,179 | $3.8M |
| 2023 | 576 | $26.5M | $0 | $4.1M |
| 2022 | 696 | $19.6M | $60 | $4.6M |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | INVESTMENT ADVISOR | $54,094 | — | $54,094 |
| CAPITAL GROUP RETIREMENT PLAN | RECORDKEEPER | $49,849 | — | $49,849 |
| NOVA 401(K) ASSOCIATES | THIRD PARTY ADMINISTRATOR | $22,290 | — | $22,290 |
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — INVESTMENT ADVISOR
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,233
- Estimated Expense Ratio: 0.409% 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 | $55,976 | — | $55,976 | — | — |
| 2023 | $56,228 | — | $56,228 | — | — |
| 2022 | $35,293 | — | $35,293 | — | — |