Plan Snapshot
- Plan Sponsor: Lone Star Legal Aid
- Sponsor EIN: 741537787
- Sponsor Address: 1415 FANNIN ST FL 3, HOUSTON, TX, 770027645
- Plan Type: DC
- Total Participants: 357
- Total Assets: $45.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 357 | $45.9M | $1.6M | $1.5M |
| 2023 | 359 | $39.0M | $1.5M | $1.5M |
| 2022 | 371 | $33.3M | $1.6M | $1.6M |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,315 | — | — | — | — |
| 2023 | $3,394 | — | — | — | — |
| 2022 | $2,729 | — | — | — | — |