Plan Snapshot
- Plan Sponsor: Dwyer Franchising LLC
- Sponsor EIN: 730941783
- Sponsor Address: 1010 N UNIVERSITY PARKS DRIVE, WACO, TX, 76633
- Plan Type: 401(k)
- Total Participants: 1,582
- Total Assets: $71.8M
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 | 1,582 | $71.8M | $2.8M | $8.8M |
| 2023 | 1,531 | $58.0M | $2.2M | $7.2M |
| 2022 | 1,124 | $42.9M | $3.9M | $5.8M |
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 |
|---|---|---|---|---|
| DISCIPLINED INVESTORS LLC | INVESTMENT ADVISOR | $95,585 | — | $95,585 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $73,275 | — | $73,275 |
| PATTILLO BROWN & HILL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PATTILLO BROWN & HILL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,860
- Estimated Expense Ratio: 0.235% 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 | $168,860 | $95,585 | — | — | — |
| 2023 | $130,758 | $77,389 | — | — | — |
| 2022 | $141,446 | $71,413 | $70,033 | — | — |