Plan Snapshot
- Plan Sponsor: Fifth Generation, INC
- Sponsor EIN: 742737688
- Sponsor Address: 1406 SMITH ROAD SUITE C, AUSTIN, TX, 78721
- Plan Type: 401(k)
- Total Participants: 729
- Total Assets: $105.2M
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 | 729 | $105.2M | $9.9M | $6.1M |
| 2023 | 675 | $82.4M | $8.4M | $5.6M |
| 2022 | 606 | $60.7M | $8.1M | $5.2M |
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. | RECORD KEEPER | $53,154 | — | $53,154 |
| MAXWELL LOCKE & RITTER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MAXWELL LOCKE & RITTER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,154
- Estimated Expense Ratio: 0.051% 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 | $63,135 | — | — | — | — |
| 2023 | $35,234 | — | — | — | — |
| 2022 | $33,157 | — | — | — | — |