Plan Snapshot
- Plan Sponsor: Andrews Logistics Texas, L.P.
- Sponsor EIN: 201022679
- Sponsor Address: 2445 EAST SOUTHLAKE BLVD, SOUTHLAKE, TX, 76092
- Plan Type: 401(k)
- Total Participants: 492
- Total Assets: $7.6M
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 | 492 | $7.6M | $139,114 | $957,832 |
| 2023 | 470 | $6.8M | $129,081 | $954,128 |
| 2022 | 454 | $5.5M | $128,178 | $883,992 |
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 |
|---|---|---|---|---|
| MSJC, LP DBA CFO4LIFE, L.P. | FINANCIAL ADVISOR | $36,642 | — | $36,642 |
| NATIONWIDE | CUSTODIAN | $30,242 | — | $30,242 |
| INWEST RETIREMENT SOLUTIONS | THIRD PARTY ADMINISTRATOR | $12,623 | $3,315 | $15,938 |
| PSK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — CUSTODIAN
- PSK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,822
- Estimated Expense Ratio: 1.091% of plan assets
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 | $82,822 | $36,642 | $15,938 | — | — |
| 2023 | $72,340 | $60,255 | $12,085 | — | — |
| 2022 | $58,632 | $50,981 | $7,651 | — | — |