Plan Snapshot
- Plan Sponsor: Abatix Corp.
- Sponsor EIN: 751908110
- Sponsor Address: 2400 SKYLINE DRIVE, SUITE 400, MESQUITE, TX, 75149
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $27.8M
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 | 202 | $27.8M | $549,559 | $1.6M |
| 2023 | 200 | $24.8M | $532,760 | $1.6M |
| 2022 | 180 | $21.4M | $490,301 | $1.5M |
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 |
|---|---|---|---|---|
| BOKF, NA | TRUSTEE | $81,345 | — | $81,345 |
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,345
- Estimated Expense Ratio: 0.293% 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 | $81,954 | $23,276 | — | — | — |
| 2023 | $77,681 | $20,403 | — | — | — |
| 2022 | $79,578 | — | — | — | $79,578 |