Plan Snapshot
- Plan Sponsor: Anderton Group Ii, Ltd.
- Sponsor EIN: 202054559
- Sponsor Address: PO BOX 23007, WACO, TX, 76702
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $3.3M
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. |
|---|---|---|---|---|
| 2024 | 156 | $3.3M | $104,469 | $257,352 |
| 2023 | 114 | $3.2M | $87,341 | $236,684 |
| 2022 | 119 | $3.1M | $84,630 | $244,531 |
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 |
|---|---|---|---|---|
| JAYNES, REITMEIER, BOYD & THERRELL | 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 | $35,677 | — | $35,677 | — | — |
| 2023 | $30,765 | $2,525 | $28,240 | — | — |
| 2022 | $31,899 | $1,948 | $29,951 | — | — |