Plan Snapshot
- Plan Sponsor: Cal Farley'S
- Sponsor EIN: 750808768
- Sponsor Address: P.O. BOX 1890, AMARILLO, TX, 79174
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $27.0M
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 | 273 | $27.0M | $605,115 | $822,112 |
| 2023 | 256 | $26.0M | $585,856 | $808,779 |
| 2022 | 256 | $25.0M | $574,543 | $781,784 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $116,433 | — | $116,433 | — | — |
| 2023 | $65,227 | $5,000 | $37,560 | — | — |
| 2022 | $89,026 | — | $38,141 | — | $4,290 |