Plan Snapshot
- Plan Sponsor: Bullard Restaurants INC
- Sponsor EIN: 561295489
- Sponsor Address: 9131 ANSON WAY STE 305, RALEIGH, NC, 276153267
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 522
- Total Assets: $5.1M
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. |
|---|---|---|---|---|
| 2025 | 522 | $5.1M | $0 | $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 |
|---|---|---|---|---|
| TAGSTONE CAPITAL, INC. | Investment Advisor | $27,634 | — | $27,634 |
| PAYCHEX, INC. | Recordkeeper | $15,643 | — | $15,643 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,277
- Estimated Expense Ratio: 0.841% 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 | $1,407,256 | $27,634 | $15,565 | — | — |