Plan Snapshot
- Plan Sponsor: Bob Mills Furniture Company LLC
- Sponsor EIN: 730801143
- Sponsor Address: 3600 W RENO AVE, OKLAHOMA CITY, OK, 731076138
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 390 | $12.9M | $228,131 | $1.2M |
| 2023 | 313 | $10.6M | $210,070 | $1.2M |
| 2022 | 355 | $8.8M | $230,296 | $1.1M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | $8,768 | — | $8,768 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,768
- Estimated Expense Ratio: 0.068% 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 | $64,579 | $26,644 | — | $8,768 | — |
| 2023 | $52,818 | $22,355 | — | — | — |
| 2022 | $56,706 | — | — | — | — |