Plan Snapshot
- Plan Sponsor: L & S Plumbing Partnership, Ltd. Dba L & S Mechanical
- Sponsor EIN: 752512717
- Sponsor Address: 1101 EAST ARAPAHO ROAD SUITE 190, RICHARDSON, TX, 75081
- Plan Type: 401(k)
- Total Participants: 592
- Total Assets: $16.5M
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 | 592 | $16.5M | $902,070 | $1.1M |
| 2023 | 468 | $14.7M | $319,679 | $978,106 |
| 2022 | 428 | $13.4M | $401,414 | $1.1M |
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 |
|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | TPA | — | $7,414 | $7,414 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,414
- Estimated Expense Ratio: 0.045% 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 | $33,044 | $3,155 | $28,539 | — | — |
| 2023 | $16,471 | — | $16,471 | — | — |
| 2022 | $14,269 | — | $14,269 | — | — |