Plan Snapshot
- Plan Sponsor: Anco Insurance Managers, INC.
- Sponsor EIN: 760256756
- Sponsor Address: 1111 BRIARCREST DRIVE, BRYAN, TX, 778022754
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 139 | $3.2M | $629,573 | $1.1M |
| 2023 | 132 | $17.4M | $518,709 | $863,380 |
| 2022 | 132 | $16.2M | $430,215 | $746,089 |
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 |
|---|---|---|---|---|
| INGRAM & WALLIS & CO., P.C. | 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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $145,515 | — | $145,515 | — | — |
| 2023 | $77,027 | — | $77,027 | — | — |
| 2022 | $3,775 | $3,775 | — | — | — |