Plan Snapshot
- Plan Sponsor: Anchor Mirror & Glass, INC. Dba Anchor Ventana
- Sponsor EIN: 742729704
- Sponsor Address: P.O. BOX 191, ROUND ROCK, TX, 78680
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $2.0M
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 | 77 | $2.0M | $50,521 | $142,732 |
| 2023 | 83 | $1.6M | $49,307 | $162,059 |
| 2022 | 82 | $1.7M | $48,893 | $154,896 |
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 |
|---|---|---|---|---|
| PEGGY S. EDGE CPA, LLC | Auditor | — | — | $0 |
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 | $2,366 | — | $2,366 | — | — |
| 2023 | $12,270 | — | $12,270 | — | — |
| 2022 | $1,710 | — | $1,710 | — | — |