Plan Snapshot
- Plan Sponsor: American Research Corporation
- Sponsor EIN: 461650548
- Sponsor Address: 607 CAMDEN STREET, SAN ANTONIO, TX, 78215
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $5.8M
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 | 110 | $5.8M | $306,983 | $418,708 |
| 2023 | 83 | $4.8M | $236,739 | $335,953 |
| 2022 | 87 | $4.0M | $215,326 | $342,216 |
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 |
|---|---|---|---|---|
| CJ CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CJ CPAS PLLC — 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 | $11,975 | — | $11,425 | — | — |
| 2023 | $12,000 | — | $5,300 | $4,500 | — |
| 2022 | $4,100 | — | $4,100 | — | — |