Plan Snapshot
- Plan Sponsor: Pac-Mac Holdings, INC.
- Sponsor EIN: 452974633
- Sponsor Address: 5354 AIRPORT FREEWAY, FORT WORTH, TX, 76117
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $5.8M
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. |
|---|---|---|---|---|
| 2024 | 160 | $5.8M | $136,287 | $703,790 |
| 2023 | 160 | $4.7M | $134,708 | $764,310 |
| 2022 | 154 | $3.1M | $127,358 | $635,289 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | RECORDKEEPER | $52,918 | — | $52,918 |
| FUTUREPLAN FIDUCIARY SERVICES, LLC | RECORDKEEPER | $11,376 | — | $11,376 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — RECORDKEEPER
- FUTUREPLAN FIDUCIARY SERVICES, LLC — RECORDKEEPER
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,294
- Estimated Expense Ratio: 1.109% 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 | $64,711 | — | $64,711 | — | — |
| 2023 | $56,252 | $530 | $55,722 | — | — |
| 2022 | $41,466 | $32,104 | $9,362 | — | — |