Plan Snapshot
- Plan Sponsor: Bluebonnet Foods, L.P. Dba Goodheart Brand Specialty Foods
- Sponsor EIN: 742813707
- Sponsor Address: 11122 NACOGDOCHES, SAN ANTONIO, TX, 78217
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 159 | $3.3M | $238,298 | $351,151 |
| 2023 | 165 | $2.9M | $234,054 | $347,758 |
| 2022 | 147 | $2.4M | $213,775 | $329,989 |
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 |
|---|---|---|---|---|
| ASEL & ASSOCIATES, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $46,323 | $15,644 | $26,554 | — | — |
| 2023 | $22,751 | $4,636 | $13,865 | — | — |
| 2022 | $10,037 | — | $10,037 | — | — |