# Colt Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/colt-services-lp-401k-plan

> Colt Services, LLC's 401(k) plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Colt Services, LLC

- **Sponsor EIN:** 030498223

- **Sponsor Address:** 4607 NEW WEST DR., PASADENA, TX, 77507

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

- **Total Participants:** 316

- **Total Assets:** $18.4M

## 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|316|$18.4M|$834,319|$1.7M|

| 2023|244|$16.0M|$749,155|$1.5M|

| 2022|254|$14.8M|$498,990|$892,909|

## 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|

| HD VEST|INVESTMENT/FINANCIAL ADVI|$27,874|—|$27,874|

| THE HAYS FINANCIAL GROUP, LLC|INVESTMENT/FINANCIAL ADVI|$12,324|—|$12,324|

| ADP, INC.|RECORD KEEPER|$6,699|—|$6,699|

| CARON & BIETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HD VEST](https://planprovider.pro/provider/avantax-advisory-services) — INVESTMENT/FINANCIAL ADVI

- [THE HAYS FINANCIAL GROUP, LLC](https://planprovider.pro/provider/hays-financial-group-llc) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CARON & BIETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,897

- **Estimated Expense Ratio:** 0.255% 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|$46,898|$40,198|—|—|—|

| 2023|$43,182|$38,043|—|—|—|

| 2022|$13,967|—|—|—|—|

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