# Fordyce Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fordyce-holdings-inc-401k-plan

> Fordyce Holdings, INC.&#39;s 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fordyce Holdings, INC.

- **Sponsor EIN:** 740629110

- **Sponsor Address:** PO BOX 1417, VICTORIA, TX, 77902

- **Plan Type:** 401(k)

- **Total Participants:** 5

- **Total Assets:** $2.0M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5|$2.0M|$25,190|$56,368|

| 2023|5|$2.0M|$23,920|$53,101|

| 2022|5|$1.7M|$47,803|$81,245|

## 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|

| ROLOFF,HNATEK&CO.,LLP|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|$311,277|—|$75|—|—|

| 2023|$57,007|—|$50|—|—|

| 2022|$400|—|—|—|—|

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