Plan Snapshot
- Plan Sponsor: Frontier Management, LLC
- Sponsor EIN: 931307531
- Sponsor Address: 3500 MAPLE AVENUE, #1040, DALLAS, TX, 75219
- Plan Type: 401(k)
- Total Participants: 3,155
- Total Assets: $14.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,155 | $14.0M | $607,492 | $1.6M |
| 2023 | 3,974 | $13.3M | $762,238 | $2.1M |
| 2022 | 3,244 | $11.2M | $791,393 | $2.4M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | RECORDKEEPER | $88,445 | — | $88,445 |
| PENSION PLAN SPECIALISTS, PC | TPA | $36,073 | — | $36,073 |
| RAYMOND JAMES FINANCIAL SERVICES AD | INVESTMENT ADVISOR | $26,517 | — | $26,517 |
| DELAP LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — RECORDKEEPER
- RAYMOND JAMES FINANCIAL SERVICES AD — INVESTMENT ADVISOR
- DELAP LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,035
- Estimated Expense Ratio: 1.079% 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 | $151,035 | $26,517 | $88,445 | — | — |
| 2023 | $137,136 | $23,426 | $94,698 | — | — |
| 2022 | $127,764 | $24,089 | $101,675 | — | — |