Plan Snapshot
- Plan Sponsor: Agente Technical LLC
- Sponsor EIN: 263140055
- Sponsor Address: 714 CENTERPARK DRIVE, COLLEYVILLE, TX, 76034
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $3.6M
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 | 76 | $3.6M | $0 | $476,214 |
| 2023 | 82 | $3.1M | $0 | $568,453 |
| 2022 | 92 | $2.7M | $0 | $547,101 |
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 |
|---|---|---|---|---|
| SAVILLE CPAS & ADVISORS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAVILLE CPAS & ADVISORS, LLC — 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 | $412,375 | — | $6,946 | — | — |
| 2023 | $612,380 | — | $7,051 | — | — |
| 2022 | $5,940 | — | $5,940 | — | — |