Plan Snapshot
- Plan Sponsor: D&H United Fueling Solutions, INC.
- Sponsor EIN: 474531118
- Sponsor Address: 12100 CROWNPOINT, SAN ANTONIO, TX, 782335366
- Plan Type: 401(k)
- Total Participants: 823
- Total Assets: $24.4M
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 | 823 | $24.4M | $854,533 | $2.3M |
| 2023 | 826 | $21.5M | $603,798 | $1.2M |
| 2022 | 432 | $8.7M | $0 | $656,304 |
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 |
|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES, LLC | NONE | $81,182 | — | $81,182 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $61,425 | — | $61,425 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,607
- Estimated Expense Ratio: 0.584% 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 | $142,607 | $81,182 | $14,413 | — | — |
| 2023 | $81,963 | $51,453 | $7,544 | — | — |
| 2022 | $39,854 | $25,916 | $13,938 | — | — |