Plan Snapshot
- Plan Sponsor: Bwc Terminal Holdings LLC
- Sponsor EIN: 204755936
- Sponsor Address: 1200 SMITH STREET, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Total Participants: 475
- Total Assets: $50.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 475 | $50.2M | $3.8M | $3.6M |
| 2023 | 472 | $40.8M | $3.6M | $3.1M |
| 2022 | 359 | $31.1M | $2.8M | $2.7M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $27,500 | — | $27,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $24,482 | — | $24,482 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,851 | — | $15,851 |
| MOORE, REICHL & BAKER, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- MOORE, REICHL & BAKER, P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,833
- Estimated Expense Ratio: 0.135% 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 | $67,833 | $43,351 | — | — | — |
| 2023 | $58,783 | $7,614 | — | $4,200 | — |
| 2022 | $43,769 | $4,298 | — | — | — |