# Portacool, LLC 401(k) Plan
Source: https://planprovider.pro/companies/portacool-llc-401k-plan

> Portacool, LLC's 401(k) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Portacool, LLC

- **Sponsor EIN:** 205726218

- **Sponsor Address:** 711 FM 2468, CENTER, TX, 75935

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

- **Total Participants:** 320

- **Total Assets:** $8.2M

## 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.|

| 2024|320|$8.2M|$366,338|$558,237|

| 2023|589|$8.2M|$373,147|$769,436|

| 2022|503|$7.4M|$525,231|$780,642|

## 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|

| NATIONWIDE|RECORDKEEPER|$31,882|—|$31,882|

| HILLTOP SECURITIES INC|RECORDKEEPER|—|$19,061|$19,061|

| PROACCOUNT|RECORDKEEPER|$6,722|—|$6,722|

| FORVIS MAZARS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — RECORDKEEPER

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — RECORDKEEPER

- [FORVIS MAZARS](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,665

- **Estimated Expense Ratio:** 0.699% 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|$19,459|—|—|—|—|

| 2023|$68,435|—|—|—|—|

| 2022|$57,151|—|$57,151|—|—|

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