Plan Snapshot
- Plan Sponsor: D. E. Rice Contruction Co. INC.
- Sponsor EIN: 730791905
- Sponsor Address: 3300 SOUTH CEDAR STREET, BORGER, TX, 79007
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $6.8M
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 | 232 | $6.8M | $197,289 | $497,262 |
| 2023 | 231 | $6.5M | $219,143 | $537,495 |
| 2022 | 310 | $5.8M | $240,870 | $583,492 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $3,947 | $41,901 | $45,848 |
| KINGSVIEW WEALTH MANAGEMENT | NONE | — | $21,470 | $21,470 |
| FUTURE CAPITAL | NONE | $13,547 | — | $13,547 |
| JOHNSON & SELDON PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON & SELDON PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,865
- Estimated Expense Ratio: 1.195% 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 | $15,544 | $13,547 | $1,997 | — | — |
| 2023 | $13,466 | $11,368 | $2,098 | — | — |
| 2022 | $12,852 | $11,288 | $1,564 | — | — |