Plan Snapshot
- Plan Sponsor: United States Bowling Congress
- Sponsor EIN: 201224922
- Sponsor Address: 621 SIX FLAGS DRIVE, ARLINGTON, TX, 76011
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $18.9M
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 | 136 | $18.9M | $386,473 | $766,746 |
| 2023 | 142 | $16.2M | $357,387 | $762,020 |
| 2022 | 134 | $13.8M | $339,614 | $725,370 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $19,274 | — | $19,274 |
| AXA ADVISORS, LLC | NONE | $17,093 | — | $17,093 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,367
- Estimated Expense Ratio: 0.192% of plan assets
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 | $36,367 | $17,093 | $19,274 | — | — |
| 2023 | $34,581 | $14,249 | $20,332 | — | — |
| 2022 | $33,971 | $15,054 | $18,917 | — | — |