Plan Snapshot
- Plan Sponsor: Bradford Airport Logistics, Ltd.
- Sponsor EIN: 760686758
- Sponsor Address: 7324 SOUTHWEST FWY, HOUSTON, TX, 77074
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $2.5M
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 | 118 | $2.5M | $184,464 | $339,231 |
| 2023 | 383 | $2.1M | $139,724 | $249,529 |
| 2022 | 313 | $1.3M | $100,308 | $185,817 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 |
|---|---|---|---|---|---|
| 2024 | $345,411 | — | $13,563 | — | — |
| 2023 | $69,584 | — | $8,207 | — | — |
| 2022 | $12,905 | — | — | — | — |