Plan Snapshot
- Plan Sponsor: Butch'S Rathole & Anchor Service, INC.
- Sponsor EIN: 751714654
- Sponsor Address: 12409 QUAKER AVENUE, LUBBOCK, TX, 79424
- Plan Type: 401(k)
- Total Participants: 764
- Total Assets: $17.0M
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 | 764 | $17.0M | $945,031 | $1.5M |
| 2023 | 763 | $13.9M | $809,809 | $1.4M |
| 2022 | 625 | $11.1M | $572,918 | $1.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $46,704 | — | $46,704 |
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | $39,503 | — | $39,503 |
| SOUTHWEST BANK | Investment Advisor | $39,012 | — | $39,012 |
| CRI TPA SERVICES, LLC | Recordkeeper | $27,368 | — | $27,368 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- KESTRA ADVISORY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,587
- Estimated Expense Ratio: 0.900% 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 | $155,519 | $39,503 | — | — | — |
| 2023 | $74,438 | $12,830 | — | — | — |
| 2022 | $87,461 | — | $87,461 | — | — |