Plan Snapshot
- Plan Sponsor: Mary E. Bivins Foundation
- Sponsor EIN: 750842370
- Sponsor Address: PO BOX 1727, AMARILLO, TX, 79105
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 9 | $2.8M | $55,942 | $33,689 |
| 2023 | 10 | $2.7M | $54,674 | $42,835 |
| 2022 | 10 | $2.7M | $41,641 | $48,303 |
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 |
|---|---|---|---|---|
| JOHNSON & SHELDON, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON & SHELDON, 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 | $43,758 | — | $43,758 | — | — |
| 2023 | $35,423 | — | $35,423 | — | — |
| 2022 | $38,851 | — | $38,851 | — | — |