Plan Snapshot
- Plan Sponsor: Linebarger Goggan Blair & Sampson, LLP
- Sponsor EIN: 742864602
- Sponsor Address: 2700 VIA FORTUNA DR. SUITE 500, AUSTIN, TX, 78746
- Plan Type: 401(k)
- Total Participants: 1,093
- Total Assets: $116.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,093 | $116.5M | $1.1M | $6.4M |
| 2023 | 1,040 | $104.5M | $1.1M | $6.0M |
| 2022 | 1,001 | $91.4M | $985,175 | $5.6M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $297,365 | — | $297,365 |
| BDO, USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- 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: $297,365
- Estimated Expense Ratio: 0.255% 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 | $297,623 | $282,533 | — | — | — |
| 2023 | $258,387 | $244,133 | — | — | — |
| 2022 | $267,880 | — | — | — | — |