# Bepco, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/bepco-l-p-401k-plan

> Bepco, L.P.'s 401(k) plan: 482 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/whitley-penn-llp) — 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|—|—|—|—|

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