Plan Snapshot
- Plan Sponsor: Big Brothers Big Sisters Lone
- Sponsor EIN: 750800632
- Sponsor Address: 5001 LBJ FREEWAY, SUITE 450, DALLAS, TX, 75244
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 61 | $6.0M | $64,391 | $224,129 |
| 2023 | 64 | $4.9M | $49,612 | $223,849 |
| 2022 | 62 | $4.2M | $50,060 | $193,807 |
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 |
|---|---|---|---|---|
| SUTTON FROST CARY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUTTON FROST CARY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $689 | — | — | — | — |
| 2023 | $226 | — | — | — | — |
| 2022 | $727 | — | — | — | — |