Plan Snapshot
- Plan Sponsor: Big D Equipment Company
- Sponsor EIN: 751723515
- Sponsor Address: PO BOX 7808, MIDLAND, TX, 79708
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 247 | $16.9M | $545,438 | $767,013 |
| 2023 | 256 | $14.8M | $494,707 | $664,100 |
| 2022 | 234 | $12.1M | $445,912 | $604,957 |
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 |
|---|---|---|---|---|
| BOLINGER SEGARS GILBERT & MOSS LLP | Auditor | — | — | $0 |
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 | $75,083 | — | $75,083 | — | — |
| 2023 | $62,721 | — | $62,721 | — | — |
| 2022 | $1,645 | $1,645 | — | — | — |