Plan Snapshot
- Plan Sponsor: Bluebonnet Chrysler Dodge, Ltd
- Sponsor EIN: 522364922
- Sponsor Address: 351 IH 35 SOUTH, NEW BRAUNFELS, TX, 78130
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $8.4M
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 | 99 | $8.4M | $152,000 | $665,816 |
| 2023 | 100 | $6.8M | $152,000 | $661,449 |
| 2022 | 96 | $5.7M | $150,000 | $743,973 |
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 O | RECORDKEEPER | $13,397 | — | $13,397 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $10,134 | — | $10,134 |
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- APRIO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,531
- Estimated Expense Ratio: 0.281% 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 | $23,531 | $10,134 | — | — | — |
| 2023 | $18,857 | $8,227 | — | — | — |
| 2022 | $17,099 | — | $17,099 | — | — |