Plan Snapshot
- Plan Sponsor: Big Four Companies, INC.
- Sponsor EIN: 453829515
- Sponsor Address: 290 E JOHN CARPENTER FWY SUITE 1610, IRVING, TX, 75069
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $7.7M
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 | 257 | $7.7M | $206,707 | $588,437 |
| 2023 | 219 | $7.9M | $196,289 | $513,554 |
| 2022 | 208 | $6.5M | $209,744 | $511,198 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $28,925 | — | $28,925 |
| ARVEST ASSET MANAGEMENT | Investment Advisor | $14,864 | — | $14,864 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,138 | — | $5,138 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,927
- Estimated Expense Ratio: 0.636% 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 | $51,969 | $23,044 | — | — | — |
| 2023 | $47,740 | $20,780 | — | — | — |
| 2022 | $51,115 | $20,556 | $30,559 | — | — |