Plan Snapshot
- Plan Sponsor: Refinery Terminal Fire Company
- Sponsor EIN: 741073223
- Sponsor Address: P.O. BOX 4162, CORPUS CHRISTI, TX, 784694162
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $10.7M
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 | 105 | $10.7M | $265,588 | $861,930 |
| 2023 | 98 | $9.3M | $230,658 | $753,127 |
| 2022 | 93 | $7.8M | $260,954 | $864,969 |
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 |
|---|---|---|---|---|
| GF VALDEZ, P.C. | 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 |
|---|---|---|---|---|---|
| 2024 | $128,138 | $124,938 | $3,200 | — | — |
| 2023 | $118,818 | $115,018 | $3,800 | — | — |
| 2022 | $109,764 | $107,764 | $2,000 | — | — |