Plan Snapshot
- Plan Sponsor: Bill Miller Bar-B-Q Enterprises, LLC
- Sponsor EIN: 741595559
- Sponsor Address: 430 SOUTH SANTA ROSA AVENUE, SAN ANTONIO, TX, 78207
- Plan Type: 401(k)
- Total Participants: 1,909
- Total Assets: $23.7M
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 | 1,909 | $23.7M | $354,355 | $1.0M |
| 2023 | 1,755 | $21.6M | $338,139 | $946,461 |
| 2022 | 1,585 | $18.7M | $353,105 | $171,619 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORD KEEPER | $69,257 | — | $69,257 |
| ENDURE RETIREMENT LLC | RIA | $57,661 | — | $57,661 |
| LEAFHOUSE FINANCIAL ADVISORS | RIA | $9,223 | — | $9,223 |
| BURKHART PETERSON, CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,141
- Estimated Expense Ratio: 0.573% 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 | $138,606 | $66,885 | $7,900 | — | — |
| 2023 | $117,820 | — | — | — | — |
| 2022 | $111,562 | $111,562 | — | — | — |