# Bonterra, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bonterra-llc-401k-plan

> Bonterra, LLC's 401(k) plan: 927 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bonterra, LLC

- **Sponsor EIN:** 473987257

- **Sponsor Address:** 10801 2 N. MOPAC EXP, AUSTIN, TX, 78759

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

- **Total Participants:** 927

- **Total Assets:** $98.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|927|$98.2M|$1.9M|$9.1M|

| 2023|921|$83.4M|$2.4M|$10.5M|

| 2022|1,340|$66.9M|$2.5M|$5.7M|

## 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|

| WORLD INVESTMENT ADVISORS LLC|ADVISOR|$86,655|—|$86,655|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$77,386|—|$77,386|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $164,041

- **Estimated Expense Ratio:** 0.167% 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|$164,041|$86,655|—|—|—|

| 2023|$127,429|$70,462|—|—|—|

| 2022|$69,714|—|—|—|—|

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