Plan Snapshot
- Plan Sponsor: Bruce Oakley, INC.
- Sponsor EIN: 710483822
- Sponsor Address: 3700 LINCOLN AVENUE, NORTH LITTLE ROCK, AR, 72114
- Plan Type: 401(k)
- Total Participants: 702
- Total Assets: $53.1M
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 | 702 | $53.1M | $1.2M | $2.8M |
| 2023 | 666 | $44.8M | $1.2M | $2.3M |
| 2022 | 601 | $38.4M | $994,452 | $2.4M |
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 |
|---|---|---|---|---|
| HCJ CPAS & ADVISORS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HCJ CPAS & ADVISORS PLLC — 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 | $85,304 | $34,351 | $50,953 | — | — |
| 2023 | $68,280 | $22,292 | $45,988 | — | — |
| 2022 | $48,936 | $483 | $48,453 | — | — |