Plan Snapshot
- Plan Sponsor: Corporate Support & Fulfillment LLC
- Sponsor EIN: 273865561
- Sponsor Address: 3900 PEEK RD, KATY, TX, 77449
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $4.1M
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 | 173 | $4.1M | $483,797 | $784,874 |
| 2023 | 155 | $2.6M | $328,293 | $560,098 |
| 2022 | 150 | $1.6M | $303,247 | $505,459 |
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 |
|---|---|---|---|---|
| HALLOWELL 401(K) ASSURANCE LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HALLOWELL 401(K) ASSURANCE LLC — Auditor
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 | $9,043 | — | — | — | — |
| 2023 | $8,615 | $5,015 | — | — | — |
| 2022 | $5,028 | $2,928 | — | — | $2,100 |