Plan Snapshot
- Plan Sponsor: Bullard Enterprises LLC
- Sponsor EIN: 561269091
- Sponsor Address: 9131 ANSON WAY STE 305, RALEIGH, NC, 276153267
- Plan Type: 401(k)
- Total Participants: 447
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 447 | $5.3M | $221,802 | $361,867 |
| 2023 | 443 | $4.4M | $212,305 | $338,681 |
| 2022 | 410 | $5.3M | $183,309 | $300,615 |
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 |
|---|---|---|---|---|
| S. PRESTON DOUGLAS & ASSOCIATES LLP | 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 | $40,872 | $24,530 | $15,482 | — | — |
| 2023 | $42,795 | $26,745 | $15,190 | — | — |
| 2022 | $44,889 | $28,676 | $16,213 | — | — |