Plan Snapshot
- Plan Sponsor: Dean Baldwin Painting, L.P.
- Sponsor EIN: 591686706
- Sponsor Address: 2395 BULVERDE ROAD, SUITE 105, BULVERDE, TX, 78163
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $1.8M
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 | 265 | $1.8M | $0 | $288,115 |
| 2023 | 226 | $1.5M | $0 | $216,960 |
| 2022 | 208 | $1.2M | $0 | $205,358 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS PC | 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 | $24,787 | — | — | — | — |
| 2023 | $23,240 | — | — | — | — |
| 2022 | $19,887 | — | — | — | — |