Plan Snapshot
- Plan Sponsor: Fmc Services, LLC
- Sponsor EIN: 465766063
- Sponsor Address: 2501 LAKEVIEW DR, AMARILLO, TX, 79109
- Plan Type: 401(k)
- Total Participants: 368
- Total Assets: $27.7M
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 | 368 | $27.7M | $605,238 | $1.3M |
| 2023 | 346 | $23.2M | $954,194 | $1.2M |
| 2022 | 375 | $18.9M | $555,287 | $1.3M |
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 |
|---|---|---|---|---|
| AMARILLO NATIONAL BANK | Investment Advisor | $69,828 | — | $69,828 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $45,703 | — | $45,703 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $10,672 | — | $10,672 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,203
- Estimated Expense Ratio: 0.456% 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 | $126,283 | $80,500 | — | — | — |
| 2023 | $103,084 | $66,607 | — | — | — |
| 2022 | $130,520 | $68,561 | $48,688 | — | $13,271 |