Plan Snapshot
- Plan Sponsor: Femco, INC. D.B.A. The Finger Companies
- Sponsor EIN: 760248989
- Sponsor Address: 99 DETERING, SUITE 200, HOUSTON, TX, 770078259
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $22.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 184 | $22.7M | $149,035 | $896,439 |
| 2023 | 177 | $22.5M | $242,453 | $857,491 |
| 2022 | 157 | $19.9M | $218,000 | $823,043 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL, LLC | Investment Advisor | — | $152,487 | $152,487 |
| ALLIANCE BENEFIT GROUP | Recordkeeper | $22,660 | $34,815 | $57,475 |
| NATIONWIDE | Recordkeeper | $5,718 | — | $5,718 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $215,680
- Estimated Expense Ratio: 0.952% 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 | $13,424 | — | $13,424 | — | — |
| 2023 | $35,536 | $35,536 | — | — | — |
| 2022 | $20,580 | — | $20,580 | — | — |