Plan Snapshot
- Plan Sponsor: Polunsky & Beitel, P.C.
- Sponsor EIN: 741935175
- Sponsor Address: 17806 I.H. 10 WEST, SAN ANTONIO, TX, 78257
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $7.0M
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 | 148 | $7.0M | $0 | $580,683 |
| 2023 | 130 | $6.4M | $0 | $484,739 |
| 2022 | 142 | $5.8M | $0 | $630,199 |
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 |
|---|---|---|---|---|
| ADKF, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADKF, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $842,862 | — | $14,835 | — | — |
| 2023 | $51,908 | $34,508 | — | — | — |
| 2022 | $58,322 | $5,995 | — | — | — |