Plan Snapshot
- Plan Sponsor: Mark Andrews & Company
- Sponsor EIN: 752693846
- Sponsor Address: 2424 RIDGE ROAD, ROCKWALL, TX, 75087
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $13.8M
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 | 163 | $13.8M | $800,829 | $980,648 |
| 2023 | 147 | $10.9M | $667,572 | $866,947 |
| 2022 | 128 | $8.3M | $551,235 | $720,623 |
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 | $4,953 | — | $4,953 | — | — |
| 2023 | $3,192 | — | $3,192 | — | — |
| 2022 | $4,151 | — | $4,151 | — | — |