Plan Snapshot
- Plan Sponsor: Cal Farley'S Boys Ranch
- Sponsor EIN: 750808768
- Sponsor Address: 600 WEST 11TH, AMARILLO, TX, 79174
- Plan Type: Health & Welfare
- Plan Number: 505
- Total Participants: 304
- Total Assets: $569,804
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 304 | $569,804 | $2.3M | $372,136 |
| 2023 | 291 | $1.5M | $2.3M | $410,447 |
| 2022 | 305 | $1.8M | $2.5M | $440,988 |
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 |
|---|---|---|---|---|
| HEALTHCOMP LLC | Other Service Provider | $111,241 | — | $111,241 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,241
- Estimated Expense Ratio: 19.523% of plan assets
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 | $111,241 | — | $111,241 | — | — |
| 2023 | $167,432 | — | $167,432 | — | — |
| 2022 | $177,904 | — | $177,904 | — | — |