# Anderton Group Ii, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/anderton-group-ii-ltd-401k-plan

> Anderton Group Ii, Ltd.'s 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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