Plan Snapshot
- Plan Sponsor: Butler And Burns Ear Nose & Throat Assoc
- Sponsor EIN: 741667506
- Sponsor Address: 3705 MEDICAL PARKWAY, STE. 320, AUSTIN, TX, 78705
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $20.1M | $716,993 | $536,873 |
| 2023 | 80 | $17.0M | $608,402 | $462,444 |
| 2022 | 73 | $17.0M | $596,167 | $569,768 |
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 |
|---|---|---|---|---|
| BAUER AND COMPANY, LLC | 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 | $205,047 | — | $36,668 | — | — |
| 2023 | $39,733 | $25,663 | — | — | — |
| 2022 | $35,099 | — | — | — | — |