# Ep Loya Group, LP 401(k) Plan
Source: https://planprovider.pro/companies/ep-loya-group-lp-401k-plan

> Ep Loya Group, LP's 401(k) plan: 1,791 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ep Loya Group, LP

- **Sponsor EIN:** 810586757

- **Sponsor Address:** 1800 N LEE TREVINO SUITE 201, EL PASO, TX, 79936

- **Plan Type:** 401(k)

- **Total Participants:** 1,791

- **Total Assets:** $24.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,791|$24.7M|$963,394|$1.7M|

| 2023|1,632|$20.8M|$829,676|$1.5M|

| 2022|1,470|$17.0M|$800,990|$1.5M|

## 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|

| WEAVER AND TIDWELL, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## 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|$23,664|—|—|—|—|

| 2023|$5,234|—|—|—|—|

| 2022|$6,983|—|$6,983|—|—|

## Similar Plans

- [Texas Wasatch Insurance Services, L.P.](https://planprovider.pro/companies/texas-wasatch-insurance-services-l-p-401k-plan) — 1,678 participants

- [Ehealth Insurance Services, INC.](https://planprovider.pro/companies/ehealth-insurance-services-inc-401k-plan) — 1,667 participants

- [Southwest Business Corporation](https://planprovider.pro/companies/southwest-business-corporation-401k-plan) — 2,025 participants

- [Texas Farm Bureau](https://planprovider.pro/companies/texas-farm-bureau-plan-004) — 1,003 participants

- [Texas Farm Bureau](https://planprovider.pro/companies/texas-farm-bureau-plan-005) — 1,003 participants

- [Skyward Service Group](https://planprovider.pro/companies/skyward-service-group-401k-plan) — 584 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ep-loya-group-lp-401k-plan)

© 2026 PlanProvider.Pro