Plan Snapshot
- Plan Sponsor: Aim Media Texas Operating, LLC
- Sponsor EIN: 454496674
- Sponsor Address: 5956 SHERRY LANE, DALLAS, TX, 75225
- Plan Type: 401(k)
- Total Participants: 406
- Total Assets: $19.5M
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 | 406 | $19.5M | $292,901 | $866,232 |
| 2023 | 451 | $20.0M | $338,607 | $1.0M |
| 2022 | 562 | $19.4M | $389,379 | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $58,755 | — | $58,755 |
| ROBERTSON & ROBERTSON, PLLC | ACCOUNTANT/AUDITOR | $16,250 | — | $16,250 |
| THOMPSON HINE | ATTORNEY/LEGAL | $6,240 | — | $6,240 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ROBERTSON & ROBERTSON, PLLC — ACCOUNTANT/AUDITOR
- THOMPSON HINE — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,245
- Estimated Expense Ratio: 0.416% 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 | $81,245 | — | — | $16,250 | — |
| 2023 | $70,348 | — | $1,200 | $10,500 | — |
| 2022 | $71,092 | — | $65,842 | — | $5,250 |