Plan Snapshot
- Plan Sponsor: Calloways Nursery, INC.
- Sponsor EIN: 752092519
- Sponsor Address: 9003 AIRPORT FREEWAY, NORTH RICHLAND HILLS, TX, 76180
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $3.0M
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 | 301 | $3.0M | $359,283 | $701,634 |
| 2023 | 263 | $1.9M | $285,465 | $544,330 |
| 2022 | 229 | $1.0M | $275,012 | $554,017 |
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 |
|---|---|---|---|---|
| ALEXANDER & WILLIAMS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALEXANDER & WILLIAMS, 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 | $14,346 | $32 | $13,214 | — | — |
| 2023 | $6,309 | — | — | — | — |
| 2022 | $14,351 | — | $14,351 | — | — |