Plan Snapshot
- Plan Sponsor: King George, LLC
- Sponsor EIN: 452208512
- Sponsor Address: 320 HEMPHILL ST., FORT WORTH, TX, 76104
- Plan Type: 401(k)
- Total Participants: 935
- Total Assets: $14.3M
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 | 935 | $14.3M | $2.8M | $1.2M |
| 2023 | 1,059 | $11.1M | $2.7M | $996,033 |
| 2022 | 974 | $6.8M | $1.9M | $951,062 |
| 2019 | 219 | $2.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $92,291 | — | $92,291 |
| SAGEVIEW ADVISORY GROUP | NONE | $33,609 | — | $33,609 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- SAGEVIEW ADVISORY GROUP — NONE
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,900
- Estimated Expense Ratio: 0.882% 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 | $59,995 | $33,609 | $26,386 | — | — |
| 2023 | $12,871 | — | $12,871 | — | — |
| 2022 | $26,126 | — | $26,126 | — | — |
| 2019 | $9,940 | $279 | $9,661 | — | — |