# Ark-La-Tex Financial Services, L 401(k) Plan
Source: https://planprovider.pro/companies/ark-la-tex-financial-services-l-401k-plan

> Ark-La-Tex Financial Services, L's 401(k) plan: 679 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ark-La-Tex Financial Services, L

- **Sponsor EIN:** 752838184

- **Sponsor Address:** 5160 TENNYSON PARKWAY,, PLANO, TX, 75024

- **Plan Type:** 401(k)

- **Total Participants:** 679

- **Total Assets:** $60.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|679|$60.7M|$872,939|$4.8M|

| 2023|756|$55.3M|$957,415|$4.9M|

| 2022|848|$47.1M|$1.2M|$5.8M|

## 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|

| ADVISENT ASSURANCE, LLP|Auditor|—|—|$0|

## 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|

| 2024|$124,638|$10,421|—|—|—|

| 2023|$131,847|$9,601|—|—|—|

| 2022|$130,014|—|—|—|—|

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