Plan Snapshot
- Plan Sponsor: Equibrand Corporation
- Sponsor EIN: 752661586
- Sponsor Address: 3500 W. HIGHWAY 377, GRANBURY, TX, 76048
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $14.1M
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 | 177 | $14.1M | $278,271 | $659,783 |
| 2023 | 186 | $12.0M | $258,003 | $634,905 |
| 2022 | 193 | $10.4M | $268,585 | $642,792 |
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 |
|---|---|---|---|---|
| AXA ADVISORS, LLC | INVESTMENT ADVISORS | $54,591 | — | $54,591 |
| ADP, INC. | RECORD KEEPER | $29,100 | — | $29,100 |
| WALTERS & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,691
- Estimated Expense Ratio: 0.591% 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 | $83,691 | $54,591 | — | — | — |
| 2023 | $75,691 | $45,020 | — | — | — |
| 2022 | $74,221 | — | — | — | — |