Plan Snapshot
- Plan Sponsor: Bodwell Vasek Wells Desimone, LLP
- Sponsor EIN: 853678722
- Sponsor Address: 8117 PRESTON RD, DALLAS, TX, 75225
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 37
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 37 | $0 | $182,130 | $82,494 |
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 |
|---|---|---|---|---|
| IMS MARKETING, INC. | Recordkeeper | $26,514 | — | $26,514 |
| HIGGINBOTHAM | Insurance Carrier | $11,459 | — | $11,459 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,973
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 | $48,971 | — | $48,971 | — | — |