Plan Snapshot
- Plan Sponsor: Brown-Thompson, LLC D/B/A 7-Eleven Stores
- Sponsor EIN: 730605594
- Sponsor Address: 3200 HACKBERRY ROAD, IRVING, TX, 75063
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 182
- Total Assets: $7.6M
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. |
|---|---|---|---|---|
| 2025 | 182 | $7.6M | $0 | $0 |
| 2022 | 329 | $8.0M | $0 | $0 |
| 2021 | 332 | $11.8M | $0 | $0 |
| 2020 | 642 | $18.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $9,156 | — | $9,156 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,156
- Estimated Expense Ratio: 0.120% 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 | $933,129 | — | — | — | — |
| 2022 | $1,867,231 | — | $51,708 | — | — |
| 2021 | $9,286,926 | $44,762 | — | — | — |
| 2020 | $3,127,624 | $31,090 | — | — | — |