Plan Snapshot
- Plan Sponsor: Los Barrios Unidos Community Clinic, INC.
- Sponsor EIN: 751378664
- Sponsor Address: 809 SINGLETON BLVD., DALLAS, TX, 75121
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $13.7M
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 | 191 | $13.7M | $559,545 | $820,702 |
| 2023 | 213 | $12.3M | $600,095 | $839,406 |
| 2022 | 224 | $9.5M | $574,736 | $825,615 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
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 | $101,605 | — | $101,605 | — | — |
| 2023 | $83,856 | $51,059 | $32,797 | — | — |
| 2022 | $81,488 | $50,224 | $31,264 | — | — |