Plan Snapshot
- Plan Sponsor: Brandon Hensley Enterprises, INC
- Sponsor EIN: 030405355
- Sponsor Address: 723 W MAIN ST., COPPELL, TX, 75019
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $1.1M
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. |
|---|---|---|---|---|
| 2024 | 122 | $1.1M | $0 | $299,999 |
| 2023 | 121 | $777,797 | $0 | $242,131 |
| 2022 | 90 | $461,501 | $0 | $240,171 |
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 |
|---|---|---|---|---|
| MILLNER WOODRUFF P.C. | Auditor | — | — | $0 |
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 | $6,062 | $6,062 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |