Plan Snapshot
- Plan Sponsor: A-7 Austin, LLC
- Sponsor EIN: 201164703
- Sponsor Address: 2541 WEST FARMERS AVENUE, AMARILLO, TX, 79118
- Plan Type: 401(k)
- Total Participants: 278
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 278 | $9.9M | $392,321 | $1.1M |
| 2023 | 245 | $7.6M | $352,962 | $922,022 |
| 2022 | 194 | $5.5M | $269,627 | $718,020 |
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 |
|---|---|---|---|---|
| JOHNSON AND SHELDON, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON AND SHELDON, PLLC — 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 | $73,491 | $36,540 | — | — | — |
| 2023 | $52,417 | $26,435 | — | — | — |
| 2022 | $45,900 | $22,889 | $23,011 | — | — |