Plan Snapshot
- Plan Sponsor: Eddy Packing Co., INC.
- Sponsor EIN: 741708865
- Sponsor Address: 404 AIRPORT RD, YOAKUM, TX, 779954801
- Plan Type: 401(k)
- Total Participants: 462
- Total Assets: $6.2M
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 | 462 | $6.2M | $381,203 | $740,097 |
| 2023 | 449 | $4.7M | $518,970 | $703,018 |
| 2022 | 546 | $4.0M | $643,171 | $772,926 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH - EPS | INVESTMENT ADVISORY | $18,637 | — | $18,637 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | — | $9,900 | $9,900 |
| MERRILL LYNCH - FAS | INVESTMENT ADVISORY | $7,987 | — | $7,987 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — CONTRACT ADMINISTRATOR
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,524
- Estimated Expense Ratio: 0.588% 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 | $95,775 | — | $95,775 | — | — |
| 2023 | $86,095 | — | $86,095 | — | — |
| 2022 | $81,925 | — | $81,925 | — | — |