Plan Snapshot
- Plan Sponsor: Bdr Preferred Holdings, LLC
- Sponsor EIN: 832221907
- Sponsor Address: 4354 CANYON DRIVE, AMARILLO, TX, 79109
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 240 | $8.7M | $181,896 | $427,773 |
| 2023 | 249 | $7.7M | $55,000 | $410,249 |
| 2022 | 240 | $6.8M | $57,500 | $422,798 |
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 |
|---|---|---|---|---|
| THE CJ GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE CJ GROUP — Auditor
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 | $31,937 | $16,315 | $15,622 | — | — |
| 2023 | $29,125 | $13,840 | $15,285 | — | — |
| 2022 | $30,513 | $14,410 | $16,103 | — | — |