Plan Snapshot
- Plan Sponsor: Applied Consultants, INC.
- Sponsor EIN: 752383869
- Sponsor Address: 2100 N EASTMAN RD, LONGVIEW, TX, 75601
- Plan Type: 401(k)
- Total Participants: 597
- Total Assets: $21.0M
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 | 597 | $21.0M | $807,333 | $1.9M |
| 2023 | 144 | $16.2M | $666,518 | $1.5M |
| 2022 | 139 | $12.5M | $562,169 | $1.3M |
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 |
|---|---|---|---|---|
| NWPS | NONE | $37,132 | — | $37,132 |
| MATRIX TRUST COMPANY | NONE | $5,816 | — | $5,816 |
| HEARD, MCELROY & VESTAL, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — NONE
- MATRIX TRUST COMPANY — NONE
- HEARD, MCELROY & VESTAL, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,948
- Estimated Expense Ratio: 0.204% 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 | $42,948 | — | — | — | — |
| 2023 | $41,579 | — | — | — | — |
| 2022 | $44,206 | — | $38,733 | — | — |