# Applied Consultants, INC. 401(k) Plan
Source: https://planprovider.pro/companies/applied-consultants-inc-401k-plan

> Applied Consultants, INC.'s 401(k) plan: 597 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nwps) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [HEARD, MCELROY & VESTAL, LLC](https://planprovider.pro/provider/heard-mcelroy-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/applied-consultants-inc-401k-plan)

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