Plan Snapshot
- Plan Sponsor: Austin White Lime Company, Ltd
- Sponsor EIN: 741187555
- Sponsor Address: 4900 HOWARD LANE, AUSTIN, TX, 78728
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $5.2M
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 | 24 | $5.2M | $87,001 | $229,566 |
| 2023 | 90 | $6.3M | $113,282 | $403,148 |
| 2022 | 131 | $5.8M | $138,282 | $370,613 |
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 |
|---|---|---|---|---|
| MAXWELL LOCKE & RITTER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAXWELL LOCKE & RITTER — 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 | $4,417 | — | — | — | — |
| 2023 | $5,831 | — | — | — | — |
| 2022 | $6,579 | — | — | — | — |