Plan Snapshot
- Plan Sponsor: Dpr Investments, Ltd.
- Sponsor EIN: 742791847
- Sponsor Address: 511 WEST FRENCH PLACE, SAN ANTONIO, TX, 78212
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $1.9M
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 | 38 | $1.9M | $60,164 | $205,759 |
| 2023 | 77 | $1.6M | $114,182 | $229,110 |
| 2022 | 64 | $1.5M | $124,049 | $220,262 |
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 |
|---|---|---|---|---|
| RUSSON AND JOHNSTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSON AND JOHNSTON LLP — Auditor
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 | $30,678 | $14,500 | $16,178 | — | — |
| 2023 | $30,009 | — | $16,009 | $14,000 | — |
| 2022 | $38,515 | — | $25,515 | — | — |