# Bowen, Miclette & Britt Insurance Agency, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bowen-miclette-britt-insurance-agency-llc-401k-plan

> Bowen, Miclette & Britt Insurance Agency, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bowen, Miclette & Britt Insurance Agency, LLC

- **Sponsor EIN:** 263860108

- **Sponsor Address:** 2800 NORTH LOOP WEST, HOUSTON, TX, 77092

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

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2025|0|$0|$0|$0|

| 2024|246|$40.0M|$778,782|$2.0M|

| 2023|231|$36.0M|$745,053|$1.9M|

| 2022|208|$34.3M|$638,307|$1.7M|

## 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|

| MELTON & MELTON, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MELTON & MELTON, LLP](https://planprovider.pro/provider/melton-and-melton-llp) — Auditor

## 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|

| 2025|$1,439|—|—|—|—|

| 2024|$51,137|—|$51,137|—|—|

| 2023|$36,216|—|$36,216|—|—|

| 2022|$61,529|—|$61,529|—|—|

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