Plan Snapshot
- Plan Sponsor: Federal Heath Sign Company, LLC
- Sponsor EIN: 010549231
- Sponsor Address: 1845 PRECINCT LINE ROAD, HURST, TX, 76054
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $25.2M
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 | 311 | $25.2M | $176,863 | $1.1M |
| 2023 | 356 | $27.8M | $149,882 | $856,248 |
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 |
|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS | RECORDKEEPER | $58,043 | — | $58,043 |
| KESTRA INVESTMENT SERVICES | INVESTMENT ADVISOR | $22,500 | — | $22,500 |
| CHARLES SCHWAB TRUST BANK | TRUSTEE | $3,264 | $6,583 | $9,847 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — TRUSTEE
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,390
- Estimated Expense Ratio: 0.359% 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 | $83,808 | $22,500 | — | — | — |
| 2023 | $29,481 | $11,250 | — | — | — |