Plan Snapshot
- Plan Sponsor: Camelot Communications, Ltd.
- Sponsor EIN: 752943762
- Sponsor Address: 8140 WALNUT HILL LANE, SUITE 700, DALLAS, TX, 75231
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $18.6M
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. |
|---|---|---|---|---|
| 2023 | 155 | $18.6M | $466,169 | $1.7M |
| 2022 | 143 | $17.8M | $468,455 | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $151,688 | — | $151,688 |
| EQUITABLE ADVISORS LLC | BROKER/ADVISOR | — | $93,272 | $93,272 |
| DEFINITI LLC | CONTRACT ADMIN | $3,700 | $20,000 | $23,700 |
| 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: $268,660
- Estimated Expense Ratio: 1.446% 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 |
|---|---|---|---|---|---|
| 2023 | $81,543 | $81,543 | — | — | — |
| 2022 | $79,366 | $79,366 | — | — | — |