Plan Snapshot
- Plan Sponsor: Lone Star Peo, INC.
- Sponsor EIN: 473726066
- Sponsor Address: 14802 JONES MALTSBERGER, SAN ANTONIO, TX, 78247
- Plan Type: 401(k)
- Total Participants: 401
- Total Assets: $2.4M
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. |
|---|---|---|---|---|
| 2024 | 401 | $2.4M | $80,756 | $341,952 |
| 2023 | 123 | $1.9M | $69,939 | $255,683 |
| 2022 | 379 | $1.5M | $85,364 | $253,060 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | Recordkeeper | $18,232 | — | $18,232 |
| BKS FINANCIAL INVESTMENTS LLC | Other Service Provider | $5,288 | — | $5,288 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,520
- Estimated Expense Ratio: 0.978% 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 | $24,117 | $5,288 | $18,232 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $23,159 | $4,909 | $18,250 | — | — |