Plan Snapshot
- Plan Sponsor: Bonial & Associates, P.C.
- Sponsor EIN: 752285329
- Sponsor Address: 14841 DALLAS PARKWAY, SUITE 425, DALLAS, TX, 75254
- Plan Type: 401(k)
- Total Participants: 48
- Total Assets: $3.7M
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 | 48 | $3.7M | $0 | $235,537 |
| 2023 | 60 | $3.6M | $0 | $219,415 |
| 2022 | 62 | $3.1M | $0 | $162,155 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — 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 | $26,731 | $11,576 | — | — | — |
| 2023 | $22,784 | $10,051 | — | — | — |
| 2022 | $24,249 | — | — | — | — |