Plan Snapshot
- Plan Sponsor: Primary Arms, LLC
- Sponsor EIN: 113837722
- Sponsor Address: 3219 S SAM HOUSTON PKWY E, SUITE 10, HOUSTON, TX, 77047
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $5.2M
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 | 277 | $5.2M | $376,254 | $625,397 |
| 2023 | 264 | $3.7M | $366,201 | $497,753 |
| 2022 | 151 | $2.4M | $185,823 | $286,617 |
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 |
|---|---|---|---|---|
| HAM, LANGSTON & BREZINA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAM, LANGSTON & BREZINA, LLP — 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 | $30,083 | — | $29,683 | — | — |
| 2023 | $17,187 | — | $16,787 | — | — |
| 2022 | $1,715 | — | — | — | — |