Plan Snapshot
- Plan Sponsor: Hcbeck, Ltd.
- Sponsor EIN: 751731802
- Sponsor Address: 1601 ELM STREET, SUITE 2800, DALLAS, TX, 752012031
- Plan Type: 401(k)
- Total Participants: 723
- Total Assets: $189.9M
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 | 723 | $189.9M | $4.5M | $7.2M |
| 2023 | 771 | $183.4M | $4.6M | $8.1M |
| 2022 | 824 | $172.4M | $3.3M | $7.8M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $83,826 | — | $83,826 |
| CREATIVE PLANNING LLC | NONE | $70,000 | — | $70,000 |
| WEAVER AND TIDWELL, LLP | NONE | $25,020 | — | $25,020 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | $25,020 | — | $25,020 |
| THE LAMPO GROUP, INC. | NONE | $8,737 | — | $8,737 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $212,603
- Estimated Expense Ratio: 0.112% 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 | $311,675 | $9,122 | — | $25,020 | — |
| 2023 | $312,287 | $13,247 | — | $15,450 | — |
| 2022 | $326,056 | $81,745 | — | — | $44,130 |