Plan Snapshot
- Plan Sponsor: Newton Peo, LLC
- Sponsor EIN: 844056740
- Sponsor Address: 14802 JONES MALTSBERGER, SAN ANTONIO, TX, 78247
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 261 | $2.6M | $166,225 | $311,628 |
| 2023 | 181 | $2.6M | $118,315 | $286,671 |
| 2022 | 154 | $1.1M | $92,286 | $228,009 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | Recordkeeper | $18,161 | — | $18,161 |
| BKS FINANCIAL INVESTMENTS LLC | Other Service Provider | $6,117 | — | $6,117 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,278
- Estimated Expense Ratio: 0.931% 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 | $24,981 | $6,117 | $18,161 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $10,713 | $2,499 | $8,214 | — | — |