Plan Snapshot
- Plan Sponsor: Muncaster Capital Of Texas
- Sponsor EIN: 752198023
- Sponsor Address: 3801 S I 45, ENNIS, TX, 75119
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $12.4M
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 | 178 | $12.4M | $438,676 | $797,515 |
| 2023 | 163 | $11.9M | $421,826 | $813,191 |
| 2022 | 156 | $10.0M | $392,683 | $813,112 |
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 |
|---|---|---|---|---|
| SAVILLE CPAS & ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAVILLE CPAS & ADVISORS — 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 | $5,795 | — | $5,795 | — | — |
| 2023 | $5,640 | — | $5,640 | — | — |
| 2022 | $2,860 | — | $2,860 | — | — |