Plan Snapshot
- Plan Sponsor: Higginbotham Insurance Agency, INC.
- Sponsor EIN: 751732559
- Sponsor Address: 500 W 13TH ST, FORT WORTH, TX, 761024657
- Plan Type: 401(k)
- Total Participants: 3,647
- Total Assets: $169.2M
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 | 3,647 | $169.2M | $12,547 | $15.0M |
| 2023 | 2,779 | $121.4M | $0 | $10.6M |
| 2022 | 2,250 | $95.7M | $0 | $9.1M |
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 |
|---|---|---|---|---|
| BDO USA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA LLP — 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 | $160,561 | $28,126 | $1,500 | — | — |
| 2023 | $92,016 | $781 | — | — | — |
| 2022 | $140,924 | — | $140,924 | — | — |