Plan Snapshot
- Plan Sponsor: Aoc Opco, LLC
- Sponsor EIN: 834225264
- Sponsor Address: 7300 STATE HWY 121, SUITE 250, MCKINNEY, TX, 75070
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 10,955 | $10.0M | $347,521 | $2.7M |
| 2023 | 8,114 | $6.2M | $238,432 | $2.1M |
| 2022 | 5,503 | $3.7M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL 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 |
|---|---|---|---|---|---|
| 2025 | $42,685 | $4,223 | $36,462 | — | — |
| 2024 | $72,317 | $4,463 | $66,404 | — | — |
| 2023 | $45,127 | $1,301 | $42,626 | — | — |
| 2022 | $20,571 | — | — | — | — |