Plan Snapshot
- Plan Sponsor: Lopez Negrete Communications, INC.
- Sponsor EIN: 760310295
- Sponsor Address: 3336 RICHMOND AVENUE SUITE 200, HOUSTON, TX, 77098
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $17.8M
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 | 65 | $17.8M | $161,823 | $700,024 |
| 2023 | 77 | $16.6M | $193,045 | $809,317 |
| 2022 | 105 | $13.9M | $257,587 | $869,413 |
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 |
|---|---|---|---|---|
| BKS FINANCIAL INVESTMENTS LLC DBA B | INVESTMENT ADVISOR | $42,514 | — | $42,514 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $35,803 | — | $35,803 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $5,502 | — | $5,502 |
| ROBERTSON & ROBERTSON, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTSON & ROBERTSON, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,819
- Estimated Expense Ratio: 0.471% 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 | $83,819 | $5,502 | — | — | — |
| 2023 | $90,347 | $46,471 | — | — | — |
| 2022 | $91,172 | $4,576 | $86,596 | — | — |