# Builtwell Bancorp, INC. DC Plan
Source: https://planprovider.pro/companies/builtwell-bancorp-inc-plan-003

> Builtwell Bancorp, INC.'s DC plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Builtwell Bancorp, INC.

- **Sponsor EIN:** 621104098

- **Sponsor Address:** P.O. BOX 11167, CHATTANOOGA, TN, 37401

- **Plan Type:** DC

- **Total Participants:** 236

- **Total Assets:** $21.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|236|$21.7M|$543,726|$0|

| 2023|264|$17.6M|$504,936|$0|

| 2022|253|$14.6M|$361,195|$0|

## 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|

| MAULDIN & JENKINS, LLC|Auditor|$13,100|—|$13,100|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MAULDIN & JENKINS, LLC](https://planprovider.pro/provider/mauldin-and-jenkins-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,100

- **Estimated Expense Ratio:** 0.060% 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|$66,812|—|—|$13,100|—|

| 2023|$56,878|—|—|$12,500|—|

| 2022|$52,731|—|—|—|$52,731|

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