Plan Snapshot
- Plan Sponsor: Indio Partners, LP
- Sponsor EIN: 320406362
- Sponsor Address: 6060 N CENTRAL EXPRESSWAY #770, DALLAS, TX, 75206
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $2.7M
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 | 121 | $2.7M | $192,549 | $348,039 |
| 2023 | 185 | $3.3M | $428,127 | $738,800 |
| 2022 | 426 | $1.9M | $351,991 | $565,568 |
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 |
|---|---|---|---|---|
| BONADIO & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO 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 | $10,215 | $636 | — | — | — |
| 2023 | $12,792 | $1,057 | — | — | — |
| 2022 | $6,346 | — | — | — | — |