Plan Snapshot
- Plan Sponsor: Donald L. Mooney Enterprises, LLC
- Sponsor EIN: 421649440
- Sponsor Address: 16302 PLEASANTVILLE ROAD, SAN ANTONIO, TX, 78233
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $206,149 | $665,208 |
| 2023 | 213 | $3.7M | $205,910 | $536,383 |
| 2022 | 242 | $3.0M | $215,290 | $480,087 |
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 |
|---|---|---|---|---|
| ADKF, P. C. | Auditor | $13,500 | — | $13,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADKF, P. C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,500
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 | $69,159 | $18,529 | $37,130 | $13,500 | — |
| 2023 | $24,114 | — | $24,114 | — | — |
| 2022 | $28,998 | — | $28,998 | — | — |