Plan Snapshot
- Plan Sponsor: Fox Electric I, Ltd.
- Sponsor EIN: 752647800
- Sponsor Address: 1104 COLORADO LANE, ARLINGTON, TX, 76015
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $16.5M
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 | 269 | $16.5M | $884,410 | $1.0M |
| 2023 | 247 | $13.6M | $769,295 | $931,244 |
| 2022 | 220 | $13.1M | $677,557 | $882,876 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
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 | $65,543 | $33,128 | $31,714 | — | — |
| 2023 | $67,568 | $16,020 | $51,548 | — | — |
| 2022 | $58,103 | $35,285 | $21,616 | — | $1,202 |