Plan Snapshot
- Plan Sponsor: Pizza Properties, INC.
- Sponsor EIN: 742221820
- Sponsor Address: 4445 N MESA STE 100, EL PASO, TX, 79902
- Plan Type: 401(k)
- Total Participants: 806
- Total Assets: $37.1M
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 | 806 | $37.1M | $1.2M | $1.4M |
| 2023 | 290 | $31.8M | $481,206 | $1.3M |
| 2022 | 277 | $26.7M | $421,042 | $1.1M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $77,550 | — | $77,550 |
| NFP RETIREMENT, INC. | ADVISOR | $24,000 | — | $24,000 |
| LAUTERBACH, BORSCHOW | AUDITOR | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- NFP RETIREMENT, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,050
- Estimated Expense Ratio: 0.312% 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 | $116,050 | $24,000 | $77,550 | $14,500 | — |
| 2023 | $108,893 | $24,000 | $71,393 | $13,500 | — |
| 2022 | $114,899 | — | $92,899 | — | $22,000 |