Plan Snapshot
- Plan Sponsor: Anderson & Vreeland
- Sponsor EIN: 222247761
- Sponsor Address: 8200 TRISTAR DRIVE, IRVING, TX, 75063
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $30.3M
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 | 132 | $30.3M | $419,509 | $977,395 |
| 2023 | 123 | $25.0M | $375,630 | $964,480 |
| 2022 | 136 | $23.1M | $393,220 | $947,339 |
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 |
|---|---|---|---|---|
| SMOLIN, LUPIN & CO LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMOLIN, LUPIN & CO LLC — 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 | $13,191 | — | — | — | — |
| 2023 | $6,062 | — | — | — | — |
| 2022 | $7,333 | — | — | — | — |