Plan Snapshot
- Plan Sponsor: Electronic Transaction Consultants, LLC
- Sponsor EIN: 752807746
- Sponsor Address: 5844 JOHN HICKMAN PKWY STE 125, FRISCO, TX, 750342303
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $39.8M
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 | 238 | $39.8M | $890,110 | $2.3M |
| 2023 | 241 | $38.2M | $883,068 | $2.5M |
| 2022 | 257 | $33.7M | $945,567 | $2.5M |
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 |
|---|---|---|---|---|
| PLANTE MORAN LLC | Auditor | — | — | $0 |
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 | $113,265 | — | $113,265 | — | — |
| 2023 | $99,697 | — | $99,697 | — | — |
| 2022 | $104,775 | — | $104,775 | — | — |