Plan Snapshot
- Plan Sponsor: Brookshire Brothers, INC.
- Sponsor EIN: 752692839
- Sponsor Address: PO BOX 1688, LUFKIN, TX, 75902
- Plan Type: Health & Welfare
- Plan Number: 505
- Total Participants: 831
- Total Assets: $473,491
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 831 | $473,491 | $0 | $396,633 |
| 2023 | 867 | $500,889 | $0 | $403,938 |
| 2022 | 956 | $432,513 | $0 | $417,083 |
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 |
|---|---|---|---|---|
| GOFF & HERRINGTON, P.C. | Other Service Provider | $17,000 | — | $17,000 |
| LINCOLN NATIONAL LIFE INSURANCE CO | Recordkeeper | $11,694 | — | $11,694 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL LIFE INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,694
- Estimated Expense Ratio: 6.060% 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 | $48,277 | $4,987 | $18,078 | $17,000 | — |
| 2023 | $38,510 | $5,081 | $18,929 | $14,500 | — |
| 2022 | $41,198 | $4,486 | $21,712 | — | $15,000 |