Plan Snapshot
- Plan Sponsor: Buffalo Rock Company
- Sponsor EIN: 630032365
- Sponsor Address: 111 OXMOOR ROAD, BIRMINGHAM, AL, 35209
- Plan Type: 401(k)
- Total Participants: 2,211
- Total Assets: $115.8M
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 | 2,211 | $115.8M | $2.3M | $7.6M |
| 2023 | 2,315 | $104.3M | $3.1M | $7.5M |
| 2022 | 2,392 | $93.1M | $2.8M | $6.9M |
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 |
|---|---|---|---|---|
| COKER AND COMPANY, LLC | 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 | $422,765 | — | $422,765 | — | — |
| 2023 | $331,603 | — | $331,603 | — | — |
| 2022 | $216,620 | — | $216,620 | — | — |