Plan Snapshot
- Plan Sponsor: Deposition Solutions, LLC Dba Lexitas
- Sponsor EIN: 464363191
- Sponsor Address: 13101 NORTHWEST FREEWAY, HOUSTON, TX, 77040
- Plan Type: 401(k)
- Total Participants: 1,258
- Total Assets: $25.2M
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 | 1,258 | $25.2M | $793,178 | $4.0M |
| 2023 | 1,220 | $17.7M | $658,257 | $3.5M |
| 2022 | 1,063 | $11.3M | $516,931 | $2.6M |
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 |
|---|---|---|---|---|
| CROWE, 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 | $86,003 | — | $86,003 | — | — |
| 2023 | $58,341 | — | $58,341 | — | — |
| 2022 | $46,229 | — | $46,229 | — | — |