Plan Snapshot
- Plan Sponsor: American Track Services, LLC
- Sponsor EIN: 611801108
- Sponsor Address: 3950 FOSSIL CREEK BLVD, FT. WORTH, TX, 76137
- Plan Type: 401(k)
- Total Participants: 419
- Total Assets: $7.4M
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 | 419 | $7.4M | $478,103 | $1.0M |
| 2023 | 356 | $5.7M | $405,321 | $807,561 |
| 2022 | 262 | $3.9M | $333,671 | $648,050 |
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 | $24,873 | — | $24,873 |
| AMERIPRISE FINANCIAL SERVICES INC | ADVISOR | $14,209 | — | $14,209 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- AMERIPRISE FINANCIAL SERVICES INC — ADVISOR
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,082
- Estimated Expense Ratio: 0.525% 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 | $42,467 | $17,594 | — | — | — |
| 2023 | $27,699 | $10,017 | — | — | — |
| 2022 | $30,822 | — | — | — | — |