Plan Snapshot
- Plan Sponsor: King Ranch, INC.
- Sponsor EIN: 740726547
- Sponsor Address: 3 RIVERWAY, SUITE 1600, HOUSTON, TX, 770561967
- Plan Type: DB
- Total Participants: 153
- Total Assets: $44.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 153 | $44.0M | $2.0M | $0 |
| 2023 | 164 | $80.3M | $2.0M | $0 |
| 2022 | 185 | $74.0M | $2.0M | $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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $15,533 | — | $15,533 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,533
- Estimated Expense Ratio: 0.035% 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 | $501,213 | $276,198 | — | $15,533 | — |
| 2023 | $480,318 | $325,480 | — | $15,528 | — |
| 2022 | $725,202 | $325,397 | — | — | $83,591 |