Plan Snapshot
- Plan Sponsor: Pattillo, Brown & Hill, L.L.P.
- Sponsor EIN: 741130599
- Sponsor Address: P.O. BOX 20725, WACO, TX, 767020725
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 162 | $13.4M | $244,714 | $774,230 |
| 2023 | 154 | $11.5M | $224,684 | $699,745 |
| 2022 | 148 | $10.2M | $211,105 | $673,944 |
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 |
|---|---|---|---|---|
| JAMES MILLER, CPA 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 | $42,355 | $41,305 | — | — | — |
| 2023 | $37,905 | $35,355 | — | — | — |
| 2022 | $36,302 | — | — | — | $36,302 |