Plan Snapshot
- Plan Sponsor: Chandler Signs, LLC
- Sponsor EIN: 751587811
- Sponsor Address: 14201 SOVEREIGN ROAD, SUITE 101, FT WORTH, TX, 76155
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 241 | $17.3M | $425,658 | $1.1M |
| 2023 | 273 | $17.2M | $379,998 | $1.2M |
| 2022 | 255 | $15.6M | $317,424 | $1.1M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | ADVISOR | $43,235 | — | $43,235 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,652 | — | $21,652 |
| SUTTON FROST CARY LLP | ACCOUNTANT/AUDITOR | $15,250 | — | $15,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SUTTON FROST CARY LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,137
- Estimated Expense Ratio: 0.463% 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 | $84,625 | $47,723 | — | $15,250 | — |
| 2023 | $65,478 | $44,024 | — | — | — |
| 2022 | $71,164 | $3,771 | — | — | — |