Plan Snapshot
- Plan Sponsor: Arthur Eugene Mccullough - Mccullough And Mccullough
- Sponsor EIN: 760523619
- Sponsor Address: 323 E. JACKSON ST, HARLINGEN, TX, 785506849
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7 | $7.5M | $84,005 | $52,000 |
| 2023 | 8 | $6.3M | $113,382 | $47,625 |
| 2022 | 8 | $5.3M | $115,485 | $41,550 |
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 |
|---|---|---|---|---|
| S.R. COMAPBELL PROPERTIES, LLC | Other Service Provider | $26,462 | — | $26,462 |
| FROST BANK | Custodian / Trustee | $11,574 | — | $11,574 |
| CARR, RIGGS & INGRAM, LLC | Other Service Provider | $6,295 | — | $6,295 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,331
- Estimated Expense Ratio: 0.592% 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 | $218,275 | — | $51,628 | — | — |
| 2023 | $168,221 | — | $37,130 | — | — |
| 2022 | $190,851 | — | $29,889 | — | — |