# Broadway Bancshares, INC. 401(k) Plan
Source: https://planprovider.pro/companies/broadway-bancshares-inc-401k-plan

> Broadway Bancshares, INC.'s 401(k) plan: 662 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Broadway Bancshares, INC.

- **Sponsor EIN:** 742209407

- **Sponsor Address:** 1177 N.E. LOOP 410, SAN ANTONIO, TX, 78209

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

- **Total Participants:** 662

- **Total Assets:** $120.9M

## 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|662|$120.9M|$1.6M|$5.2M|

| 2023|683|$112.1M|$1.6M|$5.1M|

| 2022|650|$100.2M|$1.5M|$4.7M|

## 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|

| MORGAN STANLEY 301-037977|INVESTMENT ADVISOR|$113,392|—|$113,392|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$50,309|—|$50,309|

| ADKF, P.C.|ACCOUNTANT/AUDITOR|$20,000|—|$20,000|

| ADKF|Auditor|$20,000|—|$20,000|

### Verified Provider Profiles

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

- [MORGAN STANLEY 301-037977](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ADKF, P.C.](https://planprovider.pro/provider/adkf-pc) — ACCOUNTANT/AUDITOR

- [ADKF](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $203,701

- **Estimated Expense Ratio:** 0.168% 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|$183,701|$113,392|$300|$20,000|—|

| 2023|$143,723|$106,562|—|—|—|

| 2022|$153,799|—|—|—|—|

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