Plan Snapshot
- Plan Sponsor: Bruce-Terminix Company
- Sponsor EIN: 560750006
- Sponsor Address: 1703 E. WENDOVER AVENUE, GREENSBORO, NC, 274055124
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $7.8M
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 | 243 | $7.8M | $352,916 | $793,724 |
| 2023 | 268 | $7.0M | $365,872 | $831,091 |
| 2022 | 264 | $5.8M | $291,519 | $705,706 |
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 |
|---|---|---|---|---|
| MICHAEL QUINLIVAN DBA PENSION PLANN | INVESTMENT ADVISOR | $13,557 | — | $13,557 |
| MVP PLAN ADMINISTRATORS, INC. | RECORDKEEPER | $11,221 | — | $11,221 |
| BERNARD ROBINSON AND COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON AND COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,778
- Estimated Expense Ratio: 0.318% 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 | $27,559 | $13,557 | — | — | — |
| 2023 | $25,289 | $19,968 | — | — | — |
| 2022 | $19,095 | $11,831 | $7,264 | — | — |