Plan Snapshot
- Plan Sponsor: Aquinas Companies, LLC
- Sponsor EIN: 741164059
- Sponsor Address: 3900 ESSEX LANE, HOUSTON, TX, 77027
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $73.4M
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 | 265 | $73.4M | $940,707 | $3.1M |
| 2023 | 251 | $61.3M | $816,973 | $2.6M |
| 2022 | 214 | $50.1M | $630,433 | $2.2M |
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 |
|---|---|---|---|---|
| WITHUMSMITH&BROWN, PC | Auditor | $21,875 | — | $21,875 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH&BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,875
- Estimated Expense Ratio: 0.030% 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 | $136,138 | $23,074 | — | $21,875 | — |
| 2023 | $54,824 | $12,357 | — | — | — |
| 2022 | $83,459 | $10,383 | — | — | — |