Plan Snapshot
- Plan Sponsor: Lewis Food Town, INC.
- Sponsor EIN: 760432940
- Sponsor Address: 6333 ROTHWAY, HOUSTON, TX, 77040
- Plan Type: 401(k)
- Total Participants: 1,324
- Total Assets: $16.4M
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 | 1,324 | $16.4M | $131,799 | $715,569 |
| 2023 | 1,645 | $15.2M | $127,173 | $686,690 |
| 2022 | 1,530 | $14.4M | $126,759 | $728,882 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | NONE | $44,611 | — | $44,611 |
| FONDREN OAKS CAPITAL MANAGEMENT | NONE | $39,548 | — | $39,548 |
| CHARLES SCHWAB BANK | NONE | $6,776 | — | $6,776 |
| HAM LANGSTON & BREZINA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — NONE
- CHARLES SCHWAB BANK — NONE
- HAM LANGSTON & BREZINA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,935
- Estimated Expense Ratio: 0.553% 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 | $91,271 | $36,746 | $46,325 | — | — |
| 2023 | $96,468 | $31,300 | $32,525 | $13,983 | — |
| 2022 | $83,398 | $39,154 | $44,244 | — | — |