Plan Snapshot
- Plan Sponsor: Alan Ritchey, INC.
- Sponsor EIN: 751623377
- Sponsor Address: 740 SOUTH FRONTAGE ROAD, VALLEY VIEW, TX, 76272
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 144
- Total Assets: $370,803
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 144 | $370,803 | $929,630 | $1.1M |
| 2023 | 211 | $363,798 | $1.2M | $1.7M |
| 2022 | 252 | $716,846 | $1.3M | $1.8M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $10,675 | — | $10,675 |
| LOCKTON COMPANIES, LLC | Investment Advisor | $8,765 | — | $8,765 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOCKTON COMPANIES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,440
- Estimated Expense Ratio: 5.243% 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 | $5,170 | — | $5,170 | — | — |
| 2023 | $15,941 | — | $5,711 | — | — |
| 2022 | $7,663 | — | $4,070 | — | — |