Plan Snapshot
- Plan Sponsor: Choctaw Construction Services LLC
- Sponsor EIN: 473628637
- Sponsor Address: P.O. BOX 187, KATY, TX, 77492
- Plan Type: 401(k)
- Total Participants: 278
- Total Assets: $1.4M
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 | 278 | $1.4M | $50 | $490,638 |
| 2023 | 310 | $1.1M | $432 | $513,584 |
| 2022 | 270 | $606,290 | $0 | $378,519 |
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 |
|---|---|---|---|---|
| BENTLEY, BRATCHER & ASSOCIATES, P.C | Auditor | — | — | $0 |
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 | $5,886 | $5,886 | — | — | — |
| 2023 | $1,252 | $1,252 | — | — | — |
| 2022 | $1,540 | $1,540 | — | — | — |