# Panel Specialists, INC. 401(k) Plan
Source: https://planprovider.pro/companies/panel-specialists-inc-401k-plan-001-7556

> Panel Specialists, INC.'s 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Panel Specialists, INC.

- **Sponsor EIN:** 742567556

- **Sponsor Address:** 3115 RANGE ROAD, TEMPLE, TX, 76504

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

- **Total Participants:** 91

- **Total Assets:** $6.9M

## 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|91|$6.9M|$165,645|$257,100|

| 2023|95|$6.1M|$164,747|$266,453|

| 2022|98|$5.8M|$175,808|$304,609|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$34,818|—|$34,818|

| INVESTORS BROKERAGE OF TEXAS, LTD|NONE|$14,352|—|$14,352|

| LUDWICK, MONTGOMERY & STAPP P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [LUDWICK, MONTGOMERY & STAPP P.C.](https://planprovider.pro/provider/ludwick-montgomery-and-stapp-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,170

- **Estimated Expense Ratio:** 0.710% 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|$49,170|$10,132|$39,038|—|—|

| 2023|$45,278|$13,613|$31,661|—|—|

| 2022|$49,338|—|$49,338|—|—|

## Similar Plans

- [Leedo Manufacturing Co., L.P.](https://planprovider.pro/companies/leedo-manufacturing-co-l-p-401k-plan) — 417 participants

- [Western Cabinets & Affiliates, INC.](https://planprovider.pro/companies/western-cabinets-affiliates-inc-401k-plan) — 617 participants

- [Corsicana Acquisition, LLC](https://planprovider.pro/companies/corsicana-acquisition-llc-401k-plan) — 682 participants

- [Kent Moore Cabinets, Ltd.](https://planprovider.pro/companies/kent-moore-cabinets-ltd-401k-plan) — 705 participants

- [Republic Elite, LLC](https://planprovider.pro/companies/republic-elite-llc-401k-plan-001) — 885 participants

- [Republic Elite, LLC](https://planprovider.pro/companies/republic-elite-llc-401k-plan) — 1,035 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/panel-specialists-inc-401k-plan-001-7556)

© 2026 PlanProvider.Pro