Plan Snapshot
- Plan Sponsor: Kahlig Enterprises, INC. Dba Bluebonnet Motors
- Sponsor EIN: 742340992
- Sponsor Address: 351 IH 35 SOUTH, NEW BRAUNFELS, TX, 78130
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $20.1M
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 | 246 | $20.1M | $315,000 | $1.3M |
| 2023 | 238 | $19.0M | $302,684 | $1.5M |
| 2022 | 222 | $17.1M | $290,000 | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $30,706 | — | $30,706 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $26,508 | — | $26,508 |
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- APRIO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,214
- Estimated Expense Ratio: 0.285% 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 | $57,214 | $26,508 | — | — | — |
| 2023 | $51,757 | $24,011 | — | — | — |
| 2022 | $50,752 | — | $50,752 | — | — |