Plan Snapshot
- Plan Sponsor: Continental Battery Company
- Sponsor EIN: 750942847
- Sponsor Address: 8585 N STEMMONS FWY, DALLAS, TX, 75247
- Plan Type: 401(k)
- Total Participants: 1,510
- Total Assets: $51.7M
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 | 1,510 | $51.7M | $1.4M | $3.6M |
| 2023 | 1,461 | $48.6M | $1.1M | $4.0M |
| 2022 | 1,495 | $42.6M | $750,024 | $2.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $92,907 | — | $92,907 |
| LPL FINANCIAL LLC | ADVISOR | $34,328 | — | $34,328 |
| WITHUMSMITH&BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LPL FINANCIAL LLC — ADVISOR
- WITHUMSMITH&BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,235
- Estimated Expense Ratio: 0.246% 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 | $127,235 | $34,328 | — | — | — |
| 2023 | $119,922 | $30,670 | $600 | — | — |
| 2022 | $91,526 | — | — | — | — |