# Bullard Management Corporation 401(k) Plan
Source: https://planprovider.pro/companies/bullard-management-corporation-401k-plan

> Bullard Management Corporation's 401(k) plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bullard Management Corporation

- **Sponsor EIN:** 630930156

- **Sponsor Address:** 1151 E I-65 SERVICE RD. S., MOBILE, AL, 36606

- **Plan Type:** 401(k)

- **Total Participants:** 212

- **Total Assets:** $7.7M

## 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|212|$7.7M|$139,100|$774,377|

| 2023|221|$6.8M|$125,698|$679,510|

| 2022|187|$5.4M|$105,756|$557,328|

## 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|

| LEAVELL INVESTMENT MGMT|NONE|$23,410|—|$23,410|

| NEWPORT GROUP, INC.|NONE|$20,166|—|$20,166|

| SMITH DUKES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SMITH DUKES](https://planprovider.pro/provider/smith-dukes-and-buckalew-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,576

- **Estimated Expense Ratio:** 0.565% 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|$45,576|$23,410|$22,166|—|—|

| 2023|$39,664|$23,138|$13,501|—|—|

| 2022|$41,120|$21,508|$18,412|—|$1,200|

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