Plan Snapshot
- Plan Sponsor: Mr. Cartender, INC.
- Sponsor EIN: 742542411
- Sponsor Address: 2066 E. MAIN STREET, UVALDE, TX, 78801
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $528,189
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 211 | $528,189 | $0 | $82,481 |
| 2023 | 100 | $464,935 | $5 | $83,143 |
| 2022 | 104 | $361,803 | $20,029 | $91,682 |
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 |
|---|---|---|---|---|
| WHITLEY PENN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN — 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 | $3,562 | — | — | — | — |
| 2023 | $3,500 | $1,855 | — | — | — |
| 2022 | $2,520 | — | — | — | — |