Plan Snapshot
- Plan Sponsor: Lina T. Ramey & Associates, INC.
- Sponsor EIN: 752774147
- Sponsor Address: 3320 BELT LINE RD, FARMERS BRANCH, TX, 75234
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 177 | $17.1M | $434,691 | $917,846 |
| 2023 | 177 | $14.5M | $429,266 | $938,734 |
| 2022 | 165 | $10.7M | $407,745 | $902,203 |
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 |
|---|---|---|---|---|
| PHILLIP C. MAY PC | Auditor | — | — | $0 |
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 | $1,500 | $1,500 | — | — | — |
| 2023 | $925 | $925 | — | — | — |
| 2022 | $1,319 | — | $1,319 | — | — |