Plan Snapshot
- Plan Sponsor: Lpc Services, INC.
- Sponsor EIN: 752356213
- Sponsor Address: 500 N. AKARD ST., DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 3,597
- Total Assets: $288.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,597 | $288.5M | $4.7M | $19.6M |
| 2023 | 3,586 | $239.9M | $4.8M | $18.0M |
| 2022 | 4,239 | $298.1M | $7.3M | $26.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $234,512 | — | $234,512 |
| CAPFINANCIAL PARTNERS | INVESTMENT ADVISORY | $65,000 | — | $65,000 |
| FOLEY & LARDNER LLP | INVESTMENT ADVISORY | $30,805 | — | $30,805 |
| WHITLEY PENN LLP | ACCOUNTANT | $20,600 | — | $20,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FOLEY & LARDNER LLP — INVESTMENT ADVISORY
- WHITLEY PENN LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $350,917
- Estimated Expense Ratio: 0.122% 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 | $338,618 | $95,805 | $222,213 | $20,600 | — |
| 2023 | $330,965 | $16,250 | $294,939 | $19,776 | — |
| 2022 | $479,600 | $30,244 | $417,906 | — | $31,450 |