Plan Snapshot
- Plan Sponsor: Immunotek Bio Centers, LLC
- Sponsor EIN: 463136583
- Sponsor Address: 1430 E. SOUTHLAKE BLVD, SOUTHLAKE, TX, 760926580
- Plan Type: 401(k)
- Total Participants: 479
- Total Assets: $6.7M
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 | 479 | $6.7M | $767,079 | $1.4M |
| 2023 | 644 | $5.3M | $725,564 | $1.5M |
| 2022 | 398 | $3.8M | $350,675 | $1.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $39,323 | — | $39,323 |
| VISIONPOINT ADVISORY GROUP LLC | INVESTMENT ADVISORY | $18,188 | $33 | $18,221 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,544
- Estimated Expense Ratio: 0.863% 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 | $57,511 | $18,188 | $39,323 | — | — |
| 2023 | $49,115 | $13,218 | $35,897 | — | — |
| 2022 | $27,935 | $625 | $27,310 | — | — |