# Pak A Sak, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pak-a-sak-inc-401k-plan

> Pak A Sak, INC.'s 401(k) plan: 637 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pak A Sak, INC.

- **Sponsor EIN:** 751569150

- **Sponsor Address:** 5408 BELL STREET, AMARILLO, TX, 79109

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

- **Total Participants:** 637

- **Total Assets:** $4.1M

## 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|637|$4.1M|$220,005|$363,903|

| 2023|151|$4.2M|$210,024|$393,138|

| 2022|208|$4.6M|$181,332|$339,129|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,492|—|$19,492|

| HAPPY STATE BANK|ADVISOR|$6,437|—|$6,437|

| JOHNSON & SHELDON PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [JOHNSON & SHELDON PLLC](https://planprovider.pro/provider/johnson-and-sheldon-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,929

- **Estimated Expense Ratio:** 0.625% 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|$30,202|$10,710|—|—|—|

| 2023|$45,025|$7,218|—|—|—|

| 2022|$30,418|—|—|—|—|

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