Plan Snapshot
- Plan Sponsor: Brundage Management Company, INC.
- Sponsor EIN: 742679466
- Sponsor Address: 254 SPENCER LN, SAN ANTONIO, TX, 782012016
- Plan Type: 401(k)
- Total Participants: 674
- Total Assets: $19.3M
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 | 674 | $19.3M | $848,420 | $1.6M |
| 2023 | 667 | $17.0M | $777,522 | $1.5M |
| 2022 | 650 | $16.2M | $733,478 | $1.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $103,130 | $750 | $103,880 |
| USI ADVISORS, INC. | Other Service Provider | — | $18,296 | $18,296 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,176
- Estimated Expense Ratio: 0.632% 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 | $103,131 | — | $103,131 | — | — |
| 2023 | $93,987 | — | $93,987 | — | — |
| 2022 | $32,611 | — | $32,611 | — | — |