Plan Snapshot
- Plan Sponsor: Buckeye Pipe Line Services Company
- Sponsor EIN: 232873501
- Sponsor Address: 4200 WESTHEIMER RD, HOUSTON, TX, 77027
- Plan Type: 401(k)
- Total Participants: 1,754
- Total Assets: $630.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,754 | $630.7M | $23.8M | $22.6M |
| 2023 | 1,818 | $552.5M | $22.6M | $21.3M |
| 2022 | 1,826 | $483.1M | $21.5M | $19.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $396,777 | — | $396,777 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $49,639 | — | $49,639 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $446,416
- Estimated Expense Ratio: 0.071% 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 | $445,633 | $396,777 | — | — | — |
| 2023 | $432,010 | $377,348 | $2,400 | — | — |
| 2022 | $520,051 | $432,540 | — | — | — |