Plan Snapshot
- Plan Sponsor: Automatic Fire Protection, LLC.
- Sponsor EIN: 751332165
- Sponsor Address: P. O. BOX 1551, SAN ANGELO, TX, 76902
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $8.6M
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 | 183 | $8.6M | $339,201 | $501,669 |
| 2023 | 156 | $8.3M | $406,915 | $466,981 |
| 2022 | 140 | $6.7M | $263,851 | $397,360 |
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 |
|---|---|---|---|---|
| CONDLEY & COMPANY 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 | $53,468 | — | $53,468 | — | — |
| 2023 | $64,704 | $64,704 | — | — | — |
| 2022 | $46,953 | — | $46,953 | — | — |