Plan Snapshot
- Plan Sponsor: Lena Pope Home, INC.
- Sponsor EIN: 756003583
- Sponsor Address: 3200 SANGUINET STREET, FORT WORTH, TX, 76107
- Plan Type: 403(b)
- Total Participants: 107
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 107 | $7.0M | $264,876 | $245,070 |
| 2023 | 101 | $7.5M | $233,262 | $263,119 |
| 2022 | 92 | $6.4M | $221,629 | $216,002 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $13,271 | — | — | — | — |
| 2023 | $9,922 | — | — | — | — |
| 2022 | $7,426 | — | — | — | — |