Plan Snapshot
- Plan Sponsor: Nailor Industries Of Texas INC.
- Sponsor EIN: 760000662
- Sponsor Address: 4714 WINFIELD ROAD, HOUSTON, TX, 770396016
- Plan Type: 401(k)
- Total Participants: 725
- Total Assets: $27.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 725 | $27.5M | $1.1M | $1.3M |
| 2023 | 646 | $24.0M | $1.0M | $1.2M |
| 2022 | 599 | $21.2M | $953,347 | $1.2M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $6,255 | $80,122 | $86,377 |
| FUTURE CAPITAL | NONE | $27,587 | — | $27,587 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,964
- Estimated Expense Ratio: 0.414% 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 | $29,867 | $27,587 | $2,280 | — | — |
| 2023 | $25,753 | $19,727 | $6,026 | — | — |
| 2022 | $24,363 | — | $24,363 | — | — |