Plan Snapshot
- Plan Sponsor: Compx International INC
- Sponsor EIN: 570981653
- Sponsor Address: 5430 LBJ FREEWAY, SUITE 1700, DALLAS, TX, 752402620
- Plan Type: 401(k)
- Plan Number: 525
- Total Participants: 498
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 498 | $0 | $0 | $0 |
| 2023 | 545 | $0 | $0 | $0 |
| 2022 | 535 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| PLANNED ADMINISTRATORS, INC | Recordkeeper | $43,354 | $134,293 | $177,647 |
| LUCENT HEALTH | Other Service Provider | $25,038 | — | $25,038 |
| TOTAL ADMINISTRATIVE SERVICES CORP | Other Service Provider | $10,138 | — | $10,138 |
| DIGITAL INSURANCE | Insurance Carrier | $9,682 | — | $9,682 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $222,505
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |