Plan Snapshot
- Plan Sponsor: American Eagle Protective Services Corporation
- Sponsor EIN: 421606508
- Sponsor Address: 902 CRYSTAL FALLS PKWY, LEANDER, TX, 78641
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 236 | $7.4M | $494,652 | $183,237 |
| 2023 | 377 | $10.6M | $595,108 | $374,532 |
| 2022 | 289 | $11.6M | $1.6M | $809,175 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $76,358 | — | $76,358 |
| NOVA 401(K) ASSOCIATES | Recordkeeper | $16,290 | $11,094 | $27,384 |
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $18,364 | — | $18,364 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,106
- Estimated Expense Ratio: 1.645% 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 | $82,327 | — | $82,327 | — | — |
| 2023 | $93,853 | — | $93,853 | — | — |
| 2022 | $139,846 | $139,846 | — | — | — |