Plan Snapshot
- Plan Sponsor: L.A. Fuess Partners, INC.
- Sponsor EIN: 751676101
- Sponsor Address: 3333 LEE PARKWAY, DALLAS, TX, 75219
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $24.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 124 | $24.9M | $708,119 | $1.2M |
| 2023 | 123 | $20.7M | $374,442 | $1.0M |
| 2022 | 112 | $16.4M | $139,880 | $681,887 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $37,429 | — | $37,429 |
| OSAIC WEALTH INC. | ADVISOR | $9,000 | — | $9,000 |
| NEWPORT GROUP CONSULTING | CONSULTANT | $7,735 | — | $7,735 |
| SUTTON FROST CARRY (SFC) | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUTTON FROST CARRY (SFC) — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,164
- Estimated Expense Ratio: 0.218% 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 | $54,164 | $16,735 | $37,429 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |