Plan Snapshot
- Plan Sponsor: Corsicana Acquisition, LLC
- Sponsor EIN: 883728506
- Sponsor Address: PO BOX 1050, CORISICANA, TX, 751511050
- Plan Type: 401(k)
- Total Participants: 682
- Total Assets: $14.0M
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 | 682 | $14.0M | $309,974 | $777,168 |
| 2023 | 582 | $12.9M | $414,898 | $799,698 |
| 2022 | 743 | $12.4M | $523,261 | $956,744 |
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 | $46,322 | — | $46,322 |
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $25,236 | — | $25,236 |
| TURNER AND STONE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- TURNER AND STONE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,558
- Estimated Expense Ratio: 0.513% 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 | $71,557 | $25,235 | — | — | — |
| 2023 | $70,480 | $24,025 | — | — | — |
| 2022 | $66,259 | — | — | — | — |