Plan Snapshot
- Plan Sponsor: Lapin & Landa, L.L.P.
- Sponsor EIN: 760354869
- Sponsor Address: 500 JEFFERSON, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $5.6M
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 | 10 | $5.6M | $149,900 | $169,718 |
| 2023 | 9 | $4.7M | $126,136 | $147,403 |
| 2022 | 9 | $3.8M | $126,857 | $148,594 |
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 |
|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | Investment Advisor | $20,869 | — | $20,869 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,869
- Estimated Expense Ratio: 0.373% 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 | $799,794 | — | $29,794 | — | — |
| 2023 | $54,163 | — | $24,163 | — | — |
| 2022 | $53,785 | — | $23,785 | — | — |