Plan Snapshot
- Plan Sponsor: Abbott Label, INC.
- Sponsor EIN: 752909199
- Sponsor Address: 11440 HILLGUARD ROAD, DALLAS, TX, 752435502
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $5.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 219 | $5.6M | $300,371 | $491,107 |
| 2023 | 276 | $4.6M | $375,280 | $468,093 |
| 2022 | 231 | $3.4M | $360,376 | $448,302 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | ADVISOR | $21,344 | — | $21,344 |
| NATIONWIDE | CUSTODIAN | $14,499 | — | $14,499 |
| ASSUREDPARTNERS NORTHEAST, LLC | RECORDKEEPER | $3,899 | $3,413 | $7,312 |
| KURTIS SMITH, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES, INC. — ADVISOR
- NATIONWIDE — CUSTODIAN
- KURTIS SMITH, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,155
- Estimated Expense Ratio: 0.769% 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 | $25,471 | $25,471 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |