Plan Snapshot
- Plan Sponsor: Native Energy & Technology, INC.
- Sponsor EIN: 742890367
- Sponsor Address: 12793 COGBURN AVENUE, SAN ANTONIO, TX, 78249
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 135 | $3.6M | $464,400 | $230,830 |
| 2023 | 143 | $3.0M | $459,023 | $171,157 |
| 2022 | 168 | $2.4M | $414,395 | $241,769 |
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 |
|---|---|---|---|---|
| HILL COUNTRY GROUP | BROKER | $15,063 | — | $15,063 |
| PCS RETIREMENT | CUSTODIAN | $8,436 | — | $8,436 |
| PSK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PSK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,499
- Estimated Expense Ratio: 0.662% 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 | $24,149 | $11,138 | $4,575 | — | — |
| 2023 | $49,724 | $44,399 | $5,325 | — | — |
| 2022 | $52,523 | $45,224 | $7,299 | — | — |