# Broaddus & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/broaddus-associates-inc-401k-plan

> Broaddus & Associates, INC.'s 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Broaddus & Associates, INC.

- **Sponsor EIN:** 742985884

- **Sponsor Address:** 1301 S CAPITAL OF TEXAS HWY, AUSTIN, TX, 787466581

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

- **Total Participants:** 125

- **Total Assets:** $14.0M

## 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|125|$14.0M|$778,420|$1.4M|

| 2023|121|$12.2M|$621,653|$1.1M|

| 2022|150|$12.6M|$604,651|$1.1M|

## 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|

| AXA ADVISORS LLC|INVESTMENT ADVISOR|$25,635|—|$25,635|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$13,344|—|$13,344|

| THE CJ CPA GROUP, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE CJ CPA GROUP, PLLC](https://planprovider.pro/provider/the-cj-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,979

- **Estimated Expense Ratio:** 0.279% 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|

| 2024|$42,002|$28,658|—|—|—|

| 2023|$40,129|$27,564|—|—|—|

| 2022|—|—|—|—|—|

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