# Bepco, L.P. DB Plan
Source: https://planprovider.pro/companies/bepco-l-p-plan-002

> Bepco, L.P.'s DB plan: 327 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:** 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|NONE|$566,053|—|$566,053|

| WILLIS TOWERS WATSON US LLC|NONE|$397,069|—|$397,069|

| LUTHER KING CAPITAL MGMT. CORP.|NONE|$201,082|—|$201,082|

| MARKETING COMMUNICATIONS RES., INC.|NONE|$78,570|—|$78,570|

| WHITLEY PENN|NONE|$36,565|—|$36,565|

| NISA INVESTMENT ADVISORS LLC|NONE|$31,085|—|$31,085|

| BLACKROCK|NONE|$29,939|—|$29,939|

| LOCKE LORD BISSEL & LIDDELL LLP|NONE|$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](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [WHITLEY PENN](https://planprovider.pro/provider/whitley-penn-llp) — NONE

- [LOCKE LORD BISSEL & LIDDELL LLP](https://planprovider.pro/provider/troutman-pepper-locke-lp) — NONE

## 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|

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