Plan Snapshot
- Plan Sponsor: Brock Solutions U.S. INC.
- Sponsor EIN: 880487818
- Sponsor Address: 8080 TRISTAR DRIVE SUITE 126, IRVING, TX, 750632823
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $15.0M
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 | 246 | $15.0M | $590,451 | $1.7M |
| 2023 | 238 | $11.3M | $466,750 | $1.4M |
| 2022 | 208 | $7.9M | $331,918 | $1.2M |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — 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 | $33,656 | — | $33,656 | — | — |
| 2023 | $29,538 | — | $29,538 | — | — |
| 2022 | $24,259 | — | $24,259 | — | — |