Plan Snapshot
- Plan Sponsor: King Ranch, Incorporated
- Sponsor EIN: 740726547
- Sponsor Address: 3 RIVERWAY, SUITE 1600, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 961
- Total Assets: $63.5M
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 | 961 | $63.5M | $2.4M | $2.8M |
| 2023 | 912 | $56.4M | $1.8M | $2.1M |
| 2022 | 735 | $48.3M | $1.4M | $1.7M |
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 | — | — | $0 |
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: $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 | $87,964 | $7,557 | $80,407 | — | — |
| 2023 | $38,127 | $2,556 | $35,571 | — | — |
| 2022 | $4,410 | — | $885 | — | $3,525 |