# Big Brothers Big Sisters Lone 401(k) Plan
Source: https://planprovider.pro/companies/big-brothers-big-sisters-lone-401k-plan

> Big Brothers Big Sisters Lone's 401(k) plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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