Plan Snapshot
- Plan Sponsor: Pritchard & Abbott, INC.
- Sponsor EIN: 751782738
- Sponsor Address: 4900 OVERTON COMMONS COURT, FORT WORTH, TX, 761323687
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $48.8M
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 | 109 | $48.8M | $2.7M | $590,338 |
| 2023 | 106 | $45.2M | $2.5M | $573,871 |
| 2022 | 101 | $44.9M | $2.6M | $594,161 |
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 |
|---|---|---|---|---|
| KHA ACCOUNTANTS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KHA ACCOUNTANTS, PLLC — 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 | $110,340 | $100,208 | $3,300 | — | — |
| 2023 | $105,635 | $96,825 | — | — | — |
| 2022 | $104,904 | $95,550 | $2,850 | — | $6,504 |