Plan Snapshot
- Plan Sponsor: Cisco Equipment Rentals, LLC
- Sponsor EIN: 412257891
- Sponsor Address: 520 SE LOOP 338, ODESSA, TX, 79762
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $6.2M
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 | 87 | $6.2M | $247,973 | $505,768 |
| 2023 | 99 | $5.1M | $240,580 | $473,508 |
| 2022 | 105 | $3.9M | $208,309 | $416,875 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | NONE | $19,086 | — | $19,086 |
| PRIME CAPITAL INVESTMENT | NONE | $8,221 | — | $8,221 |
| WEAVER & TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,307
- Estimated Expense Ratio: 0.443% 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 | $27,307 | $8,221 | $19,086 | — | — |
| 2023 | $21,482 | $6,347 | $15,135 | — | — |
| 2022 | $13,718 | $878 | $12,840 | — | — |