Plan Snapshot
- Plan Sponsor: Richey Family Holdings, LLC
- Sponsor EIN: 843111227
- Sponsor Address: 4411 BLUEBONNET, STAFFORD, TX, 774772912
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 120 | $3.2M | $64,342 | $257,363 |
| 2023 | 129 | $3.3M | $57,231 | $226,454 |
| 2022 | 127 | $4.1M | $52,977 | $237,213 |
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 |
|---|---|---|---|---|
| FRIERSON,SIMONTON & KUTAC,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 | $4,231 | — | $4,231 | — | — |
| 2024 | $7,654 | $7,654 | — | — | — |
| 2023 | $31,718 | — | $31,718 | — | — |
| 2022 | $37,010 | — | $37,010 | — | — |