Plan Snapshot
- Plan Sponsor: Retail Concepts, INC.
- Sponsor EIN: 742120086
- Sponsor Address: 10225 MULA ROAD, STE 120, STAFFORD, TX, 77477
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 336 | $8.8M | $11,350 | $575,044 |
| 2023 | 382 | $7.8M | $902 | $567,914 |
| 2022 | 348 | $6.9M | $180,582 | $504,292 |
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 |
|---|---|---|---|---|
| HARPER & PEARSON CO. P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER & PEARSON CO. P.C — 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 | $49,089 | $14,981 | $34,108 | — | — |
| 2023 | $43,737 | $12,602 | $31,135 | — | — |
| 2022 | $44,880 | $12,698 | $32,182 | — | — |