Plan Snapshot
- Plan Sponsor: Eureka Multifamily Group, L.P.
- Sponsor EIN: 010725190
- Sponsor Address: 1108 LAVACA STREET, AUSTIN, TX, 78701
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $675,958
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. |
|---|---|---|---|---|
| 2023 | 118 | $675,958 | $125,566 | $183,109 |
| 2022 | 119 | $402,586 | $124,548 | $160,764 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $14,070 | — | $14,070 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,070
- Estimated Expense Ratio: 2.081% 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 |
|---|---|---|---|---|---|
| 2023 | $8,330 | $1,356 | — | — | — |
| 2022 | $3,996 | — | — | — | — |