Plan Snapshot
- Plan Sponsor: Lewis-Watkins-Farmer Agency, INC.
- Sponsor EIN: 742320159
- Sponsor Address: 3834 SPICEWOOD SPRINGS RD. STE. 100, AUSTIN, TX, 78759
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 158 | $14.7M | $486,405 | $1.2M |
| 2023 | 148 | $12.3M | $319,106 | $871,868 |
| 2022 | 131 | $9.3M | $286,982 | $782,787 |
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 |
|---|---|---|---|---|
| MAXWELL LOCKE & RITTER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAXWELL LOCKE & RITTER LLP — 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 | $42,955 | $21,800 | — | — | — |
| 2023 | $41,163 | $21,800 | — | — | — |
| 2022 | $39,157 | $21,811 | — | — | — |