Plan Snapshot
- Plan Sponsor: Plastics Family Holdings, INC.
- Sponsor EIN: 112578749
- Sponsor Address: 5800 CAMPUS CIRCLE DRIVE, IRVING, TX, 75063
- Plan Type: 401(k)
- Total Participants: 1,157
- Total Assets: $109.0M
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 | 1,157 | $109.0M | $1.9M | $6.6M |
| 2023 | 1,129 | $99.3M | $1.9M | $6.2M |
| 2022 | 1,138 | $85.8M | $1.7M | $5.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $46,037 | — | $46,037 |
| NFP RETIREMENT INC | ADVISOR | $45,083 | — | $45,083 |
| USI ADVISORS INC | ADVISOR | $15,250 | — | $15,250 |
| PRICEKUBECKA, PLLC | ACCOUNTANT/AUDITOR | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NFP RETIREMENT INC — ADVISOR
- PRICEKUBECKA, PLLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,870
- Estimated Expense Ratio: 0.108% 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 | $117,870 | $60,333 | — | $11,500 | — |
| 2023 | -$37,951 | $61,000 | — | $1,875 | — |
| 2022 | $45,809 | — | — | — | — |