# L.A. Fuess Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/l-a-fuess-partners-inc-plan-001

> L.A. Fuess Partners, INC.'s 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)](https://planprovider.pro/provider/sutton-frost-cary-llp) — 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|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/l-a-fuess-partners-inc-plan-001)

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