Plan Snapshot
- Plan Sponsor: Rewardstyle, INC. D/B/A Ltk
- Sponsor EIN: 473668234
- Sponsor Address: 3102 OAK LAWN AVE, DALLAS, TX, 752196419
- Plan Type: 401(k)
- Total Participants: 587
- Total Assets: $33.3M
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 | 587 | $33.3M | $2.8M | $5.7M |
| 2023 | 588 | $23.7M | $2.4M | $4.8M |
| 2022 | 494 | $12.7M | $1.5M | $2.8M |
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 |
|---|---|---|---|---|
| YULISHANA, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YULISHANA, INC — 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 | $128,658 | $57,242 | — | — | — |
| 2023 | $44,760 | $14,799 | — | — | — |
| 2022 | $36,107 | $187 | — | — | — |