Plan Snapshot
- Plan Sponsor: Pape-Dawson Consulting Engineers, LLC
- Sponsor EIN: 741676252
- Sponsor Address: 2000 NW LOOP 410, SAN ANTONIO, TX, 78213
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 2,763
- Total Assets: $243.0M
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. |
|---|---|---|---|---|
| 2025 | 2,763 | $243.0M | $0 | $0 |
| 2024 | 1,725 | $188.0M | $6.1M | $10.1M |
| 2023 | 791 | $102.6M | $4.2M | $7.1M |
| 2022 | 727 | $78.7M | $4.4M | $5.9M |
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 |
|---|---|---|---|---|
| FROST BANK | Investment Advisor | $173,986 | — | $173,986 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $47,832 | — | $47,832 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $221,818
- Estimated Expense Ratio: 0.091% 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 | $14,705,375 | $173,986 | $300 | — | — |
| 2024 | $120,302 | $116,813 | — | — | — |
| 2023 | $66,326 | $83,782 | — | — | — |
| 2022 | $88,311 | — | — | — | — |