# Carlson, Brigance &amp; Doering, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carlson-brigance-doering-inc-401k-plan

> Carlson, Brigance &amp; Doering, INC.&#39;s 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carlson, Brigance & Doering, INC.

- **Sponsor EIN:** 742434469

- **Sponsor Address:** 5501 WEST WILLIAM CANNON, AUSTIN, TX, 78749

- **Plan Type:** 401(k)

- **Total Participants:** 110

- **Total Assets:** $11.1M

## 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|110|$11.1M|$405,875|$706,845|

| 2023|116|$9.5M|$477,757|$588,131|

| 2022|110|$7.7M|$349,677|$550,023|

## 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|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## 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|$57,147|—|$57,147|—|—|

| 2023|$47,964|—|—|—|—|

| 2022|$35,680|—|—|—|$35,680|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carlson-brigance-doering-inc-401k-plan)

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