Plan Snapshot
- Plan Sponsor: Fort Worth Carrier Corporation
- Sponsor EIN: 751642640
- Sponsor Address: P.O. BOX 161190, FORT WORTH, TX, 76161
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $15.9M
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 | 157 | $15.9M | $668,095 | $1.0M |
| 2023 | 160 | $14.4M | $630,828 | $950,632 |
| 2022 | 175 | $13.8M | $609,684 | $939,528 |
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 | $8,289 | — | $8,289 |
| VAIL & PARK, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- VAIL & PARK, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,289
- Estimated Expense Ratio: 0.052% 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 | $8,290 | — | — | — | — |
| 2023 | $7,834 | — | — | — | — |
| 2022 | $5,584 | — | — | — | — |