# Billingsley Property Services Ii, INC. 401(k) Plan
Source: https://planprovider.pro/companies/billingsley-property-services-ii-inc-401k-plan

> Billingsley Property Services Ii, INC.'s 401(k) plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Billingsley Property Services Ii, INC.

- **Sponsor EIN:** 760778768

- **Sponsor Address:** 1722 ROUTH STREET SUITE 770, DALLAS, TX, 752012588

- **Plan Type:** 401(k)

- **Total Participants:** 317

- **Total Assets:** $26.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|317|$26.6M|$789,396|$1.7M|

| 2023|283|$21.8M|$694,167|$1.4M|

| 2022|274|$17.9M|$580,840|$1.3M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$65,421|—|$65,421|

| HR INVESTMENT CONSULTANTS|INVESTMENT ADVISORY|$24,000|—|$24,000|

| TURNER, STONE & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [TURNER, STONE & COMPANY LLP](https://planprovider.pro/provider/turner-stone-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $89,421

- **Estimated Expense Ratio:** 0.336% 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|$89,421|$24,000|$65,421|—|—|

| 2023|$55,798|$12,267|$43,531|—|—|

| 2022|$75,528|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/billingsley-property-services-ii-inc-401k-plan)

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