Plan Snapshot
- Plan Sponsor: Frank Kent Cadillac, LLC
- Sponsor EIN: 751235317
- Sponsor Address: 405 S JIM WRIGHT FWY, STE 101, FORT WORTH, TX, 76108
- Plan Type: 401(k)
- Total Participants: 671
- Total Assets: $12.1M
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 | 671 | $12.1M | $69,872 | $1.7M |
| 2023 | 499 | $10.0M | $68,922 | $1.4M |
| 2022 | 345 | $8.1M | $37,751 | $1.0M |
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 |
|---|---|---|---|---|
| MESCH,PLLC | 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 | $50,946 | $559 | $50,387 | — | — |
| 2023 | $37,676 | — | $37,676 | — | — |
| 2022 | $37,734 | — | $37,734 | — | — |