Plan Snapshot
- Plan Sponsor: Critical Start, INC.
- Sponsor EIN: 263824084
- Sponsor Address: 6100 TENNYSON PARKWAY, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 234 | $16.3M | $835,832 | $2.6M |
| 2023 | 237 | $13.0M | $481,765 | $1.8M |
| 2022 | 255 | $9.8M | $745,239 | $2.8M |
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 |
|---|---|---|---|---|
| BODWELL VASEK WELLS DESIMONE LLP | 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 | $21,597 | $787 | — | — | — |
| 2023 | $8,706 | $43 | — | — | — |
| 2022 | $7,070 | $6,506 | — | — | — |