Plan Snapshot
- Plan Sponsor: Buxton Company
- Sponsor EIN: 752541014
- Sponsor Address: 2651 SOUTH POLARIS DRIVE, FORT WORTH, TX, 76137
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $13.1M
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. |
|---|---|---|---|---|
| 2024 | 130 | $13.1M | $424,580 | $1.1M |
| 2023 | 125 | $11.4M | $371,284 | $970,588 |
| 2022 | 124 | $8.5M | $315,709 | $781,358 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $40,178 | — | $40,178 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $19,450 | — | $19,450 |
| PSK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PSK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,628
- Estimated Expense Ratio: 0.456% 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 | $61,928 | $40,178 | $2,300 | — | — |
| 2023 | $48,212 | $31,504 | $2,200 | — | — |
| 2022 | $34,385 | $34,385 | — | — | — |