Plan Snapshot
- Plan Sponsor: Ledwell & Son Enterprises, INC.
- Sponsor EIN: 751090276
- Sponsor Address: 3300 WACO STREET, TEXARKANA, TX, 75501
- Plan Type: 401(k)
- Total Participants: 471
- Total Assets: $68.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 471 | $68.5M | $1.7M | $2.3M |
| 2023 | 452 | $60.3M | $1.1M | $2.0M |
| 2022 | 437 | $52.9M | $1.3M | $1.6M |
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 |
|---|---|---|---|---|
| HEARD MCELROY & VESTAL, LLC | Auditor | — | — | $0 |
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 | $48,488 | $35,813 | $10,175 | — | — |
| 2023 | $40,555 | $30,105 | $8,700 | — | — |
| 2022 | $35,048 | — | — | — | — |