Plan Snapshot
- Plan Sponsor: Lawler Foods, Ltd.
- Sponsor EIN: 760418074
- Sponsor Address: P.O. BOX 2558, HUMBLE, TX, 77347
- Plan Type: DC
- Total Participants: 1,022
- Total Assets: $37.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,022 | $37.7M | $1.1M | $2.0M |
| 2023 | 476 | $20.7M | $598,876 | $1.2M |
| 2022 | 504 | $17.2M | $563,524 | $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 |
|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | ADVISOR | $30,000 | — | $30,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $29,837 | — | $29,837 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,837
- Estimated Expense Ratio: 0.159% 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 | $64,137 | $34,300 | — | — | — |
| 2023 | $64,118 | $33,976 | — | $13,890 | — |
| 2022 | $78,089 | $5,508 | — | — | — |