Plan Snapshot
- Plan Sponsor: Locke Lord LLP
- Sponsor EIN: 741164324
- Sponsor Address: 2200 ROSS AVENUE SUITE 2800, DALLAS, TX, 752012748
- Plan Type: DB
- Total Participants: 241
- Total Assets: $73.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 241 | $73.0M | $12.3M | $0 |
| 2023 | 268 | $66.8M | $12.3M | $0 |
| 2022 | 278 | $57.9M | $12.4M | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | TRUSTEE RECORDKEEPER | $20,068 | $2,147 | $22,215 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL CUSTODY SOLUTIONS — TRUSTEE RECORDKEEPER
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,215
- Estimated Expense Ratio: 0.030% 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 | $22,267 | — | — | — | — |
| 2023 | $21,022 | — | — | — | — |
| 2022 | $20,279 | — | — | — | — |