Plan Snapshot
- Plan Sponsor: Brasada Ford, Ltd. Dba Northside
- Sponsor EIN: 742774980
- Sponsor Address: 12300 SAN PEDRO AVE, SAN ANTONIO, TX, 78216
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 528
- Total Assets: $28.6M
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 | 528 | $28.6M | $0 | $0 |
| 2024 | 421 | $25.6M | $464,605 | $2.3M |
| 2023 | 470 | $23.9M | $494,125 | $2.0M |
| 2022 | 459 | $20.3M | $445,684 | $1.9M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $38,354 | — | $38,354 |
| BKD, LLP | Other Service Provider | $19,950 | — | $19,950 |
| ADP STRATEGIC PLAN SERVICES | Investment Advisor | $18,038 | — | $18,038 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,342
- Estimated Expense Ratio: 0.267% 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 |
|---|---|---|---|---|---|
| 2025 | $4,199,442 | $18,038 | $225 | $19,950 | — |
| 2024 | $82,042 | — | — | — | — |
| 2023 | $18,014 | — | — | — | — |
| 2022 | $12,409 | — | — | — | — |