Plan Snapshot
- Plan Sponsor: Bsr Trust, LLC
- Sponsor EIN: 262524399
- Sponsor Address: 1400 W. MARKHAM ST., LITTLE ROCK, AR, 72201
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $9.1M
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 | 242 | $9.1M | $236,966 | $640,974 |
| 2023 | 230 | $7.9M | $227,887 | $633,559 |
| 2022 | 236 | $6.4M | $230,653 | $593,724 |
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 |
|---|---|---|---|---|
| HOGANTAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR LLP — 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 | $59,350 | $18,144 | $20,039 | — | — |
| 2023 | $60,579 | $20,561 | $10,899 | — | — |
| 2022 | $63,493 | $15,862 | $47,631 | — | — |