Plan Snapshot
- Plan Sponsor: Lane'S End Farm
- Sponsor EIN: 741432510
- Sponsor Address: 1100 LOUISIANA ST STE 2200, HOUSTON, TX, 770025245
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $12.5M
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 | 83 | $12.5M | $205,387 | $436,355 |
| 2023 | 82 | $11.0M | $205,064 | $462,485 |
| 2022 | 91 | $9.1M | $202,380 | $432,104 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | — | $23,584 | $23,584 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,584
- Estimated Expense Ratio: 0.189% 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 | $2,075 | — | $2,075 | — | — |
| 2023 | $1,981 | — | $1,981 | — | — |
| 2022 | $2,361 | — | $2,361 | — | — |