# Camelot Communications, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/camelot-communications-ltd-401k-plan

> Camelot Communications, Ltd.&#39;s 401(k) plan: 155 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/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|—|—|—|

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