Plan Snapshot
- Plan Sponsor: Fma Alliance, Ltd
- Sponsor EIN: 760620321
- Sponsor Address: 11410 GREENS CROSSING BLVD, HOUSTON, TX, 77067
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $5.0M
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 | 290 | $5.0M | $304,872 | $605,075 |
| 2023 | 127 | $3.8M | $235,448 | $467,107 |
| 2022 | 243 | $3.1M | $174,927 | $339,407 |
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 |
|---|---|---|---|---|
| CANAS CPA LLC | Auditor | — | — | $0 |
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 | $28,626 | $20,020 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $18,860 | — | — | — | — |