Plan Snapshot
- Plan Sponsor: Bot, Millwrights Pension Plan
- Sponsor EIN: 751810302
- Sponsor Address: 1600 HIGHWAY 6 SOUTH, STE 340, SUGAR LAND, TX, 77478
- Plan Type: DC
- Plan Number: 001
- Total Participants: 0
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $736,017 | $0 |
| 2022 | 4,186 | $41.3M | $5.3M | $0 |
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 |
|---|---|---|---|---|
| STEPHENS VALUATION SYSTEMS | Other Service Provider | $32,520 | — | $32,520 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $18,179 | — | $18,179 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $12,500 | — | $12,500 |
| WEDGE CAPITAL MANAGEMENT, LLP | Other Service Provider | $9,054 | — | $9,054 |
| LOPER LAW, LLC | Other Service Provider | $5,090 | — | $5,090 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,343
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 |
|---|---|---|---|---|---|
| 2023 | $91,181 | $30,799 | $12,310 | — | — |
| 2022 | $407,663 | $135,607 | $185,754 | — | $63,821 |