Plan Snapshot
- Plan Sponsor: Fc&S Insurance Agency
- Sponsor EIN: 741838638
- Sponsor Address: 3131 EASTSIDE ST STE 250, HOUSTON, TX, 770981193
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $12.8M
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 | 31 | $12.8M | $151,024 | $245,107 |
| 2023 | 29 | $12.7M | $172,341 | $261,669 |
| 2022 | 28 | $11.7M | $147,391 | $212,385 |
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 |
|---|---|---|---|---|
| HAM, LANGSTON, AND BREZINA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAM, LANGSTON, AND BREZINA 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 | $610 | — | — | — | — |
| 2023 | $220 | — | — | — | — |
| 2022 | $170 | — | — | — | — |