Plan Snapshot
- Plan Sponsor: Aet INC. Limited
- Sponsor EIN: 760445673
- Sponsor Address: 1900 WEST LOOP SOUTH, HOUSTON, TX, 770273282
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $33.3M
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 | 171 | $33.3M | $1.1M | $1.5M |
| 2023 | 162 | $30.1M | $1.0M | $1.5M |
| 2022 | 153 | $25.3M | $905,062 | $1.3M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $29,888 | — | $29,888 |
| SOL SWARTZ & ASSOCIATES P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,888
- Estimated Expense Ratio: 0.090% 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 | $29,888 | — | $29,888 | — | — |
| 2023 | $27,186 | — | $27,186 | — | — |
| 2022 | $27,469 | — | $27,469 | — | — |