Plan Snapshot
- Plan Sponsor: Buyers Barricades, INC.
- Sponsor EIN: 752963599
- Sponsor Address: 7409 BAKER BLVD., RICHLAND HILLS, TX, 76118
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 254 | $4.7M | $264,828 | $414,018 |
| 2023 | 197 | $4.1M | $241,347 | $386,228 |
| 2022 | 163 | $3.2M | $235,611 | $367,223 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $1,166 | $23,719 | $24,885 |
| EDWARD D JONES & CO LP | Investment Advisor | $7,429 | $14,605 | $22,034 |
| FUTURE CAPITAL | Other Service Provider | $6,328 | — | $6,328 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,247
- Estimated Expense Ratio: 1.140% 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 | $14,691 | — | $9,567 | — | — |
| 2023 | $1,808 | — | $1,808 | — | — |
| 2022 | $2,956 | — | $2,956 | — | — |