Plan Snapshot
- Plan Sponsor: Alamo Parcel Logistics
- Sponsor EIN: 833505170
- Sponsor Address: PO BOX 29038, SAN ANTONIO, TX, 78229
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $561,908
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 | 130 | $561,908 | $104,153 | $258,615 |
| 2023 | 131 | $324,063 | $75,904 | $183,340 |
| 2022 | 105 | $101,882 | $34,437 | $69,438 |
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 |
|---|---|---|---|---|
| ALEXANDER & WILLIAMS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALEXANDER & WILLIAMS, 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 | $13,073 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |