Plan Snapshot
- Plan Sponsor: Bhp Minerals Service Company
- Sponsor EIN: 943062380
- Sponsor Address: 6840 NORTH ORACLE ROAD, TUSCON, AZ, 85704
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $107.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 214 | $107.6M | $5.9M | $3.3M |
| 2023 | 232 | $94.4M | $5.5M | $3.2M |
| 2022 | 226 | $82.3M | $4.2M | $2.4M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $63,769 | — | $63,769 |
| THE VANGUARD GROUP, INC. | NONE | $25,856 | — | $25,856 |
| HAM, LANGSTON & BREZINA, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
- HAM, LANGSTON & BREZINA, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,625
- Estimated Expense Ratio: 0.083% 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 | $89,026 | — | — | — | — |
| 2023 | $103,843 | — | — | — | — |
| 2022 | $49,200 | — | — | — | — |