Plan Snapshot
- Plan Sponsor: R. K. Bass Electric, INC.
- Sponsor EIN: 742460205
- Sponsor Address: P.O. BOX 2464, HARKER HEIGHTS, TX, 76548
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $2.9M
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 | 180 | $2.9M | $150,945 | $246,884 |
| 2023 | 147 | $2.4M | $106,527 | $261,070 |
| 2022 | 114 | $1.9M | $99,885 | $175,919 |
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 |
|---|---|---|---|---|
| BROCKWAY,GERSBACH,FRANKLIN & NIEMEI | 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 | $21,495 | — | $21,495 | — | — |
| 2023 | $18,993 | — | $18,993 | — | — |
| 2022 | $15,125 | $15,125 | — | — | — |