# Bullard Restaurants INC 401(k) Plan
Source: https://planprovider.pro/companies/bullard-restaurants-inc-561295489-002

> Bullard Restaurants INC's 401(k) plan: 522 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|

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