# Chalk Mountain Services Of Texas, LLC 401(k) Plan
Source: https://planprovider.pro/companies/chalk-mountain-services-of-texas-llc-401k-plan

> Chalk Mountain Services Of Texas, LLC's 401(k) plan: 724 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chalk Mountain Services Of Texas, LLC

- **Sponsor EIN:** 205470208

- **Sponsor Address:** 1701 RIVER RUN, STE 200, FORT WORTH, TX, 76107

- **Plan Type:** 401(k)

- **Total Participants:** 724

- **Total Assets:** $15.0M

## 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|724|$15.0M|$1.1M|$1.9M|

| 2023|668|$12.2M|$980,451|$1.7M|

| 2022|678|$10.1M|$944,059|$1.6M|

## 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|

| BOKF, NA|TRUSTEE|$69,688|—|$69,688|

| ARMANINO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ARMANINO, LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $69,688

- **Estimated Expense Ratio:** 0.464% 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|$69,688|$8,415|—|—|—|

| 2023|$72,976|$9,919|—|—|—|

| 2022|$73,232|—|—|—|$73,232|

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