Plan Snapshot
- Plan Sponsor: Funeral Directors Life Insurance Company
- Sponsor EIN: 741001040
- Sponsor Address: 6550 DIRECTORS PARKWAY, ABILENE, TX, 79606
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $34.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 424 | $34.6M | $834,917 | $2.2M |
| 2023 | 372 | $30.5M | $757,826 | $1.9M |
| 2022 | 315 | $24.7M | $692,997 | $1.7M |
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 |
|---|---|---|---|---|
| JOHNSON LAMBERT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON LAMBERT 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 | $130,929 | $88,589 | $42,340 | — | — |
| 2023 | $111,061 | $74,462 | $36,592 | — | — |
| 2022 | $106,383 | $72,377 | $33,981 | — | — |