Plan Snapshot
- Plan Sponsor: 2020 Companies, INC.
- Sponsor EIN: 262002404
- Sponsor Address: 3575 LONE STAR CIRCLE, FORT WORTH, TX, 76177
- Plan Type: 401(k)
- Total Participants: 2,153
- Total Assets: $11.0M
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 | 2,153 | $11.0M | $405,237 | $1.6M |
| 2023 | 1,372 | $8.3M | $286,564 | $1.2M |
| 2022 | 1,319 | $5.9M | $194,908 | $1.0M |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | 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 | $84,281 | $23,046 | — | — | — |
| 2023 | $60,823 | $16,574 | $13,501 | — | — |
| 2022 | $52,573 | — | $52,573 | — | — |