Plan Snapshot
- Plan Sponsor: The Broussard Group
- Sponsor EIN: 742485594
- Sponsor Address: 3232 E CESAR CHAVEZ ST., AUSTIN, TX, 787024973
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 124 | $7.7M | $0 | $1.0M |
| 2023 | 122 | $6.2M | $0 | $869,588 |
| 2022 | 116 | $4.7M | $0 | $789,810 |
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 |
|---|---|---|---|---|
| PW PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PW PARTNERS, LLC — 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 | $52,212 | $35,658 | $16,554 | — | — |
| 2023 | $41,947 | — | $41,947 | — | — |
| 2022 | $42,154 | — | $42,154 | — | — |