Plan Snapshot
- Plan Sponsor: Inopex Management Services, INC.
- Sponsor EIN: 472422224
- Sponsor Address: 12015 RADIUM STREET, SAN ANTONIO, TX, 78216
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $11.8M
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 | 203 | $11.8M | $382,608 | $801,329 |
| 2023 | 174 | $9.9M | $283,954 | $643,666 |
| 2022 | 122 | $7.8M | $234,946 | $527,575 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON | Auditor | — | — | $0 |
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 | $3,786 | $948 | — | — | — |
| 2023 | $2,393 | $712 | — | — | — |
| 2022 | $47,266 | $458 | — | — | — |