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)
- Plan Number: 001
- Total Participants: 1,419
- Total Assets: $130.3M
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. |
|---|---|---|---|---|
| 2025 | 1,419 | $130.3M | $0 | $0 |
| 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 | Other Service Provider | $316,927 | — | $316,927 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $316,927
- Estimated Expense Ratio: 0.243% 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 |
|---|---|---|---|---|---|
| 2025 | $10,761,834 | $301,737 | — | — | — |
| 2024 | $297,623 | $282,533 | — | — | — |
| 2023 | $258,387 | $244,133 | — | — | — |
| 2022 | $267,880 | — | — | — | — |