Plan Snapshot
- Plan Sponsor: Lone Star Fasteners, LLC
- Sponsor EIN: 200661026
- Sponsor Address: 24131 W. HARDY ROAD, SPRING, TX, 77373
- Plan Type: 401(k)
- Total Participants: 372
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 372 | $15.5M | $769,375 | $1.1M |
| 2023 | 327 | $13.8M | $640,383 | $960,745 |
| 2022 | 294 | $11.1M | $543,011 | $791,620 |
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 O | RECORDKEEPER | $53,334 | — | $53,334 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $34,636 | — | $34,636 |
| ABIP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ABIP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,970
- Estimated Expense Ratio: 0.566% 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 | $87,970 | $34,636 | — | — | — |
| 2023 | $71,690 | $22,827 | — | — | — |
| 2022 | $66,751 | $50,161 | $16,590 | — | — |