Plan Snapshot
- Plan Sponsor: Lone Star Aerospace, INC.
- Sponsor EIN: 203973435
- Sponsor Address: 4555 EXCEL PARKWAY, ADDISON, TX, 75001
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $17.2M
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 | 129 | $17.2M | $831,071 | $1.5M |
| 2023 | 147 | $14.0M | $800,838 | $1.5M |
| 2022 | 128 | $9.7M | $649,511 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $37,667 | — | $37,667 |
| FROST BANK | INVESTMENT ADVISOR | $29,420 | — | $29,420 |
| NOVA 401(K) ASSOCIATES | TPA | — | $10,620 | $10,620 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $7,402 | — | $7,402 |
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,109
- Estimated Expense Ratio: 0.494% 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 | $74,488 | — | $74,488 | — | — |
| 2023 | $51,940 | — | $51,940 | — | — |
| 2022 | $40,425 | — | $40,425 | — | — |