Plan Snapshot
- Plan Sponsor: North American Construction LP
- Sponsor EIN: 450489154
- Sponsor Address: 510 COTTON GIN LANE, KERRVILLE, TX, 78028
- Plan Type: DC
- Total Participants: 179
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 179 | $5.1M | $762,270 | $0 |
| 2023 | 127 | $4.4M | $503,796 | $0 |
| 2022 | 154 | $4.7M | $2.3M | $0 |
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 |
|---|---|---|---|---|
| ADKF, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADKF, P.C. — 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 | $41,517 | $8,237 | $18,230 | — | — |
| 2023 | $46,080 | $8,387 | $22,409 | -$445 | — |
| 2022 | $51,457 | $7,489 | $26,285 | — | $17,683 |