Plan Snapshot
- Plan Sponsor: Corporate Relocation, LLC
- Sponsor EIN: 752239488
- Sponsor Address: 301 INTERNATIONAL PARKWAY, FLOWER MOUND, TX, 75022
- Plan Type: 401(k)
- Total Participants: 285
- Total Assets: $4.8M
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 | 285 | $4.8M | $215,313 | $648,550 |
| 2023 | 156 | $4.9M | $202,404 | $626,636 |
| 2022 | 90 | $2.6M | $165,205 | $454,888 |
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 |
|---|---|---|---|---|
| BRIDGE CPA PLLC | 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 | $21,172 | $18,423 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |