Plan Snapshot
- Plan Sponsor: Elbitamerica, INC.
- Sponsor EIN: 510345236
- Sponsor Address: 4700 MARINE CREEK PARKWAY, FORT WORTH, TX, 76179
- Plan Type: DB
- Total Participants: 83
- Total Assets: $58.9M
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 | 83 | $58.9M | $1.1M | $0 |
| 2023 | 97 | $56.2M | $1.3M | $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 |
|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | NONE | $39,325 | — | $39,325 |
| WHITLEY PENN LLP | NONE | $29,870 | — | $29,870 |
| FIDUCIENT ADVISORS LLC | NONE | $28,358 | — | $28,358 |
| PRINCIPAL TRUST COMPANY | NONE | $26,792 | — | $26,792 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,345
- Estimated Expense Ratio: 0.211% 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 | $579,948 | $28,357 | — | $29,870 | — |
| 2023 | $647,737 | $16,646 | — | $22,660 | — |