Plan Snapshot
- Plan Sponsor: Bepco, L.P.
- Sponsor EIN: 751076930
- Sponsor Address: 201 MAIN STREET, SUITE 2700, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 482
- Total Assets: $107.4M
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 | 482 | $107.4M | $2.3M | $4.1M |
| 2023 | 478 | $96.9M | $2.1M | $3.9M |
| 2022 | 480 | $85.2M | $2.0M | $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 | $71,316 | — | $71,316 |
| WELLS FARGO ADVISORS | CONSULTANT | $45,563 | — | $45,563 |
| WHITLEY PENN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,879
- Estimated Expense Ratio: 0.109% 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 | $116,879 | $45,563 | — | — | — |
| 2023 | $115,022 | $40,710 | — | — | — |
| 2022 | $108,574 | — | — | — | — |