Plan Snapshot
- Plan Sponsor: Reach Unlimited, INC.
- Sponsor EIN: 760079085
- Sponsor Address: 11832 MUELLER CEMETERY ROAD, CYPRESS, TX, 77429
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 138
- Total Assets: $3.5M
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. |
|---|---|---|---|---|
| 2025 | 138 | $3.5M | $0 | $0 |
| 2024 | 109 | $4.1M | $132,486 | $302,599 |
| 2023 | 122 | $4.0M | $161,113 | $314,604 |
| 2022 | 124 | $3.3M | $144,319 | $269,715 |
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 |
|---|---|---|---|---|
| ROBERTSON & ROBERTSON, PLLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $1,597,445 | $706 | $13,375 | — | — |
| 2024 | $38,872 | $826 | $38,046 | — | — |
| 2023 | $32,828 | $736 | $32,092 | — | — |
| 2022 | $26,232 | $690 | $25,542 | — | — |