Plan Snapshot
- Plan Sponsor: Ameripipe Supply, INC.
- Sponsor EIN: 751635221
- Sponsor Address: 11430 DENTON DRIVE, DALLAS, TX, 75229
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 170
- 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. |
|---|---|---|---|---|
| 2023 | 170 | $7.4M | $202,800 | $353,409 |
| 2022 | 150 | $6.4M | $177,378 | $304,424 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | Investment Advisor | $25,033 | — | $25,033 |
| EMPOWER ANNUIT INSURANCE COMPANY | Recordkeeper | $21,652 | — | $21,652 |
| NOVA 401(K) ASSOCIATES | Other Service Provider | $1 | $6,683 | $6,684 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,369
- Estimated Expense Ratio: 0.725% 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 |
|---|---|---|---|---|---|
| 2023 | $46,685 | $25,033 | — | — | — |
| 2022 | $8,651 | — | $8,651 | — | — |