# Lopez Negrete Communications, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lopez-negrete-communications-inc-401k-plan

> Lopez Negrete Communications, INC.&#39;s 401(k) plan: 65 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/robertson-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lopez-negrete-communications-inc-401k-plan)

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