Plan Snapshot
- Plan Sponsor: Lacalle Group, LLC
- Sponsor EIN: 272950709
- Sponsor Address: 2028 E BEN WHITE BLVD, AUSTIN, TX, 78741
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $20.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 150 | $20.9M | $424,554 | $1.2M |
| 2023 | 155 | $15.2M | $383,536 | $1.1M |
| 2022 | 150 | $11.8M | $341,051 | $962,218 |
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 |
|---|---|---|---|---|
| NATIONWIDE | CUSTODIAN/RECORDKEEPER | $12,253 | — | $12,253 |
| CJ CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — CUSTODIAN/RECORDKEEPER
- CJ CPAS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,253
- Estimated Expense Ratio: 0.059% 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 | $33,043 | $19,740 | $1,050 | — | — |
| 2023 | $116,371 | $17,963 | $98,408 | — | — |
| 2022 | $107,413 | $106,591 | $822 | — | — |