Plan Snapshot
- Plan Sponsor: Headington Companies, LLC.
- Sponsor EIN: 465123524
- Sponsor Address: 1615 MAIN, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $55.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 186 | $55.3M | $871,610 | $1.3M |
| 2023 | 222 | $45.1M | $857,337 | $1.3M |
| 2022 | 196 | $37.5M | $779,887 | $1.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $22,342 | $29,921 | — | — | — |
| 2023 | -$3,173 | $5,151 | — | — | — |
| 2022 | -$12,259 | — | — | — | — |