Plan Snapshot
- Plan Sponsor: Onethirtyone LLC
- Sponsor EIN: 852967811
- Sponsor Address: 6565 N MACARTHUR BLVD. 5TH FLOOR, IRVING, TX, 75039
- Plan Type: 401(k)
- Total Participants: 470
- Total Assets: $31.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 470 | $31.0M | $3.1M | $6.1M |
| 2023 | 346 | $21.5M | $2.2M | $4.2M |
| 2022 | 272 | $13.5M | $1.3M | $3.4M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | RECORD KEEPER | $24,059 | — | $24,059 |
| TEMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,059
- Estimated Expense Ratio: 0.078% 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 | $24,059 | — | $22,909 | — | — |
| 2023 | $20,468 | — | $20,118 | — | — |
| 2022 | $18,796 | — | — | — | — |