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)
- Plan Number: 001
- Total Participants: 2,018
- Total Assets: $26.8M
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. |
|---|---|---|---|---|
| 2025 | 2,018 | $26.8M | $0 | $0 |
| 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 | Recordkeeper | $72,050 | — | $72,050 |
| ENDURE RETIREMENT LLC | Other Service Provider | $62,666 | — | $62,666 |
| LEAFHOUSE FINANCIAL ADVISORS | Other Service Provider | $10,024 | — | $10,024 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,740
- Estimated Expense Ratio: 0.540% 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 |
|---|---|---|---|---|---|
| 2025 | $2,452,615 | $72,690 | $6,500 | — | — |
| 2024 | $138,606 | $66,885 | $7,900 | — | — |
| 2023 | $117,820 | — | — | — | — |
| 2022 | $111,562 | $111,562 | — | — | — |