# Polunsky & Beitel, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/polunsky-beitel-p-c-401k-plan

> Polunsky & Beitel, P.C.'s 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adkf-pc) — 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|—|—|—|

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