Plan Snapshot
- Plan Sponsor: Buffalo Bill Memorial Association
- Sponsor EIN: 830180403
- Sponsor Address: 720 SHERIDAN AVENUE, CODY, WY, 82414
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 189
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 189 | $16.7M | $0 | $0 |
| 2024 | 83 | $15.7M | $141,797 | $302,183 |
| 2023 | 84 | $14.4M | $123,563 | $255,134 |
| 2022 | 92 | $8.8M | $109,365 | $177,359 |
| 2020 | 97 | $9.1M | $118,232 | $184,209 |
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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | Investment Advisor | $25,313 | — | $25,313 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,313
- Estimated Expense Ratio: 0.152% 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 |
|---|---|---|---|---|---|
| 2025 | $1,620,528 | — | $26,941 | — | — |
| 2024 | $19,322 | — | $19,262 | $60 | — |
| 2023 | $14,082 | — | $14,062 | $20 | — |
| 2022 | — | — | — | — | — |
| 2020 | — | — | — | — | — |