# Aquinas Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/aquinas-companies-llc-401k-plan

> Aquinas Companies, LLC's 401(k) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|—|—|—|

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

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