Plan Snapshot
- Plan Sponsor: Extraco Corporation
- Sponsor EIN: 742137239
- Sponsor Address: 3615 S. 31ST STREET, TEMPLE, TX, 76502
- Plan Type: 401(k)
- Total Participants: 333
- Total Assets: $59.8M
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 | 333 | $59.8M | $972,818 | $1.9M |
| 2023 | 353 | $54.5M | $909,230 | $1.8M |
| 2022 | 334 | $46.6M | $877,664 | $1.7M |
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 |
|---|---|---|---|---|
| ASSETMARK | INVESTMENT ADVISORY | $69,215 | — | $69,215 |
| JULY BUSINESS SERVICES | THIRD PARTY ADMINISTRATO | $53,966 | — | $53,966 |
| JAYNES, REITMEIER, BOYD & THERRELL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES — THIRD PARTY ADMINISTRATO
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,181
- Estimated Expense Ratio: 0.206% 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 | $123,181 | $69,215 | $53,966 | — | — |
| 2023 | $99,941 | — | $39,944 | — | — |
| 2022 | $70,834 | $21,349 | $49,485 | — | — |