Plan Snapshot
- Plan Sponsor: Lane Gorman Trubitt, LLC
- Sponsor EIN: 751044330
- Sponsor Address: 2626 HOWELL ST SUITE 700, DALLAS, TX, 75204
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $25.4M
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 | 131 | $25.4M | $940,938 | $1.4M |
| 2023 | 121 | $34.3M | $936,914 | $1.2M |
| 2022 | 112 | $29.8M | $805,144 | $1.2M |
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 |
|---|---|---|---|---|
| KPM CPA'S & ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPM CPA'S & ADVISORS — 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 | $53,595 | $39,993 | — | — | — |
| 2023 | $86,959 | $50,799 | — | — | — |
| 2022 | $86,055 | $54,490 | — | — | — |