Plan Snapshot
- Plan Sponsor: And Go Concepts, LLC
- Sponsor EIN: 452824415
- Sponsor Address: 8840 CYPRESS WATERS BLVD STE # 200, COPPELL, TX, 75019
- Plan Type: 401(k)
- Total Participants: 1,503
- Total Assets: $3.2M
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 | 1,503 | $3.2M | $244,091 | $1.1M |
| 2023 | 1,357 | $2.9M | $192,275 | $890,346 |
| 2022 | 765 | $1.1M | $121,314 | $616,757 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $13,152 | $795 | — | — | — |
| 2023 | $2,801 | — | — | — | — |
| 2022 | $1,300 | — | — | — | $1,300 |