Plan Snapshot
- Plan Sponsor: Bepco, L.P.
- Sponsor EIN: 751076930
- Sponsor Address: 201 MAIN STREET, SUITE 2700, FORT WORTH, TX, 76102
- Plan Type: DB
- Total Participants: 327
- Total Assets: $303.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 327 | $303.0M | $30.0M | $0 |
| 2023 | 340 | $331.0M | $0 | $0 |
| 2022 | 327 | $322.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| NORTHERN TRUST COMPANY | Other Service Provider | $566,053 | — | $566,053 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $397,069 | — | $397,069 |
| LUTHER KING CAPITAL MGMT. CORP. | Other Service Provider | $201,082 | — | $201,082 |
| MARKETING COMMUNICATIONS RES., INC. | Other Service Provider | $78,570 | — | $78,570 |
| WHITLEY PENN | Auditor | $36,565 | — | $36,565 |
| NISA INVESTMENT ADVISORS LLC | Other Service Provider | $31,085 | — | $31,085 |
| BLACKROCK | Other Service Provider | $29,939 | — | $29,939 |
| LOCKE LORD BISSEL & LIDDELL LLP | ERISA Attorney | $10,273 | — | $10,273 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- WHITLEY PENN — Auditor
- LOCKE LORD BISSEL & LIDDELL LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,350,636
- Estimated Expense Ratio: 0.446% 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 | $1,974,057 | $262,105 | — | $36,565 | — |
| 2023 | $3,531,140 | $454,154 | — | $33,475 | — |
| 2022 | $1,813,576 | $430,925 | — | — | $1,171,363 |