Plan Snapshot
- Plan Sponsor: Buck Jack LLC
- Sponsor EIN: 844770778
- Sponsor Address: 2233 ACADEMY PL STE 201, COLORADO SPRINGS, CO, 809091679
- Plan Type: 401(k)
- Total Participants: 400
- Total Assets: $5.0M
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 | 400 | $5.0M | $376,044 | $917,627 |
| 2023 | 386 | $4.0M | $305,771 | $764,076 |
| 2022 | 310 | $2.9M | $264,299 | $704,896 |
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 |
|---|---|---|---|---|
| BALLENTHIN, FUNK & JOHNSON, LLP | Auditor | — | — | $0 |
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 | $26,027 | $10,294 | $14,873 | — | — |
| 2023 | $29,647 | $16,499 | $12,288 | — | — |
| 2022 | $24,234 | $13,773 | $10,461 | — | — |