Plan Snapshot
- Plan Sponsor: Insco Distributing, INC.
- Sponsor EIN: 741325946
- Sponsor Address: 12501 NETWORK BLVD, SAN ANTONIO, TX, 782493306
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $26.0M
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 | 241 | $26.0M | $353,439 | $643,267 |
| 2023 | 228 | $24.8M | $0 | $631,562 |
| 2022 | 240 | $22.3M | $198,885 | $681,725 |
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 |
|---|---|---|---|---|
| FROST BROKERAGE SERVICES INC | OTHER SERVICES | — | $13,005 | $13,005 |
| FROST BANK | INVESTMENT ADVISORY | $7,128 | $1 | $7,129 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $6,830 | — | $6,830 |
| ABIP P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ABIP P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,964
- Estimated Expense Ratio: 0.104% 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 | $13,958 | $7,128 | $6,830 | — | — |
| 2023 | $10,096 | — | $10,096 | — | — |
| 2022 | $7,689 | — | $7,689 | — | — |