# Circle Y Saddles, INC. 401(k) Plan
Source: https://planprovider.pro/companies/circle-y-saddles-inc-401k-plan

> Circle Y Saddles, INC.'s 401(k) plan: 16 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Circle Y Saddles, INC.

- **Sponsor EIN:** 412102007

- **Sponsor Address:** P O BOX 271, YOAKUM, TX, 77995

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

- **Total Participants:** 16

- **Total Assets:** $0

## 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|16|$0|$0|$0|

| 2023|0|$701,811|$64,976|$133,919|

| 2022|168|$3.2M|$95,245|$195,906|

## 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|

| ROLOFF, HNATEK & CO., LLP|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|$711,134|—|—|—|—|

| 2023|$2,954,729|—|$11,190|—|—|

| 2022|$9,876|$339|—|—|—|

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