# O. Trevino Construction, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/o-trevino-construction-l-l-c-752274727-001

> O. Trevino Construction, L.L.C.'s 401(k) plan: 139 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** O. Trevino Construction, L.L.C.

- **Sponsor EIN:** 752274727

- **Sponsor Address:** 7585 MID CITIES BLVD, NORTH RICHLAND HILLS, TX, 76182

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 139

- **Total Assets:** $10.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2025|139|$10.2M|$0|$0|

| 2024|130|$9.7M|$0|$534,793|

| 2023|115|$9.2M|$100,000|$467,275|

| 2022|109|$8.3M|$0|$487,303|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$40,609|—|$40,609|

| RAYMOND JAMES & ASSOCIATES INC|Investment Advisor|$32,834|$3|$32,837|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $73,446

- **Estimated Expense Ratio:** 0.718% 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|

| 2025|$1,827,646|$32,834|$40,609|—|—|

| 2024|$904,019|—|—|—|—|

| 2023|$918,546|—|—|—|—|

| 2022|$327,165|—|—|—|—|

## Similar Plans

- [Board Of Trustees Of The Laborers National Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-the-laborers-national-pension-fund-plan) — 10,811 participants

- [Webber, LLC.](https://planprovider.pro/companies/webber-llc-401k-plan) — 5,049 participants

- [Zachry Construction & Materials,INC.](https://planprovider.pro/companies/zachry-construction-materials-inc-401k-plan) — 2,412 participants

- [Williams Brothers Construction Co., INC.](https://planprovider.pro/companies/williams-brothers-construction-co-inc-plan-001) — 2,261 participants

- [Mario Sinacola & Sons Excavating, INC.](https://planprovider.pro/companies/mario-sinacola-sons-excavating-inc-401k-plan) — 972 participants

- [Hunter Industries Holding Company, Ltd](https://planprovider.pro/companies/hunter-industries-holding-company-ltd-401k-plan) — 693 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/o-trevino-construction-l-l-c-752274727-001)

© 2026 PlanProvider.Pro