Plan Snapshot
- Plan Sponsor: E.D. Bullard Company
- Sponsor EIN: 940348330
- Sponsor Address: 2421 FORTUNE DR, LEXINGTON, KY, 40509
- Plan Type: 401(k)
- Total Participants: 294
- Total Assets: $36.9M
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 | 294 | $36.9M | $820,774 | $1.4M |
| 2023 | 296 | $34.3M | $790,478 | $1.3M |
| 2022 | 277 | $28.9M | $719,167 | $1.2M |
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 |
|---|---|---|---|---|
| CROWE | 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 | $34,070 | — | — | — | — |
| 2023 | $29,639 | — | — | — | — |
| 2022 | $30,163 | — | $30,163 | — | — |