Plan Snapshot
- Plan Sponsor: Ppe Genpar, INC.
- Sponsor EIN: 751830915
- Sponsor Address: 2201 SCOTT AVENUE, SUITE 100, FORT WORTH, TX, 761032238
- Plan Type: DC
- Total Participants: 554
- Total Assets: $328.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 554 | $328.4M | $4.8M | $0 |
| 2023 | 534 | $278.5M | $3.2M | $0 |
| 2022 | 511 | $162.1M | $2.6M | $0 |
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 |
|---|---|---|---|---|
| SCHULZ WEALTH LTD | INVESTMENT ADVISOR | — | $8,170 | $8,170 |
| WEAVER AND TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,170
- Estimated Expense Ratio: 0.002% 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 | $8,170 | $8,170 | — | — | — |
| 2023 | $7,266 | $7,266 | — | — | — |
| 2022 | $2,196 | — | — | — | $2,196 |