Plan Snapshot
- Plan Sponsor: Buckner International
- Sponsor EIN: 750891443
- Sponsor Address: 700 N PEARL ST SUITE 1200, DALLAS, TX, 752012896
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 2,056
- Total Assets: $60.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,056 | $60.8M | $2.0M | $2.8M |
| 2023 | 1,125 | $55.4M | $1.9M | $2.4M |
| 2022 | 1,091 | $47.0M | $1.8M | $2.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $57,705 | — | $57,705 |
| SAGEVIEW A | Investment Advisor | $20,455 | — | $20,455 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $10,749 | — | $10,749 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- SAGEVIEW A — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,909
- Estimated Expense Ratio: 0.146% 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 | $88,834 | $31,204 | — | — | — |
| 2023 | $56,173 | $4,733 | — | — | — |
| 2022 | $55,645 | $1,820 | — | — | — |