Plan Snapshot
- Plan Sponsor: Csl Azle 2016 LLC
- Sponsor EIN: 814367917
- Sponsor Address: 1364 SOUTHEAST PARKWAY, AZLE, TX, 76020
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $36,412 |
| 2023 | 66 | $151,083 | $0 | $55,248 |
| 2022 | 61 | $143,920 | $0 | $46,662 |
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 |
|---|---|---|---|---|
| FUTUREPLAN FIDUCIARY SERVICES, LLC | Recordkeeper | $21,468 | — | $21,468 |
| TRANSAMERICA FINANCIAL LIFE INSURAN | Recordkeeper | $9,716 | — | $9,716 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUTUREPLAN FIDUCIARY SERVICES, LLC — Recordkeeper
- TRANSAMERICA FINANCIAL LIFE INSURAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,184
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 | — | — | — | — | — |
| 2023 | $15,592 | — | $15,592 | — | — |
| 2022 | $9,347 | — | $9,347 | — | — |