Plan Snapshot
- Plan Sponsor: Asi Gymnastics Management
- Sponsor EIN: 464458645
- Sponsor Address: 11910 GREENVILLE AVE STE 502, DALLAS, TX, 75243
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $2.3M
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 | 119 | $2.3M | $22,140 | $108,144 |
| 2023 | 113 | $1.7M | $0 | $88,560 |
| 2022 | 144 | $1.2M | $23,749 | $105,015 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
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 | $23,963 | — | $2,569 | — | — |
| 2023 | $30,131 | — | $2,423 | — | — |
| 2022 | $5,422 | $359 | — | — | — |