# E-Z Bel Holdings, INC DC Plan
Source: https://planprovider.pro/companies/e-z-bel-holdings-inc-plan

> E-Z Bel Holdings, INC's DC plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** E-Z Bel Holdings, INC

- **Sponsor EIN:** 741894400

- **Sponsor Address:** 203 RECOLETA ROAD, SAN ANTONIO, TX, 78216

- **Plan Type:** DC

- **Total Participants:** 165

- **Total Assets:** $1.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|165|$1.5M|$0|$0|

| 2023|189|$6.4M|$532,053|$0|

| 2022|148|$5.0M|$791,284|$0|

## 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|

| TRANSITION FINANCE STRATEGIES, LLC|CONTACT ADMINISTRATOR|$19,588|—|$19,588|

| ISAACKS & ASSOCIATES|TRUSTEE|$13,200|—|$13,200|

| VISION POINT CAPITAL|APPRAISER|$11,000|—|$11,000|

| SBNG, PC|ACCOUNTANT|$7,500|—|$7,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,288

- **Estimated Expense Ratio:** 3.366% 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|$51,620|—|—|—|—|

| 2023|$326,922|—|—|—|—|

| 2022|$274|—|—|—|$274|

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