Plan Snapshot
- Plan Sponsor: Liaison Resources, LP
- Sponsor EIN: 742927321
- Sponsor Address: 3907 MEDICAL PARKWAY, AUSTIN, TX, 78756
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $11.3M
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 | 161 | $11.3M | $98,015 | $646,758 |
| 2023 | 102 | $10.1M | $73,531 | $581,104 |
| 2022 | 106 | $8.5M | $88,945 | $491,450 |
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 |
|---|---|---|---|---|
| CONNER ASH P. C. | 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 | $38,323 | $23,854 | — | — | — |
| 2023 | $37,550 | $27,247 | — | — | — |
| 2022 | $36,693 | $26,396 | — | — | — |