Plan Snapshot
- Plan Sponsor: Rio Grande Pacific Corporation
- Sponsor EIN: 752296427
- Sponsor Address: 6100 SOUTHWEST BLVD, STE 320, FORT WORTH, TX, 76109
- Plan Type: DC
- Total Participants: 220
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 220 | $13.6M | $1.1M | $0 |
| 2023 | 205 | $11.8M | $957,936 | $0 |
| 2022 | 184 | $10.1M | $842,913 | $0 |
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 |
|---|---|---|---|---|
| WELLS FARGO | INVESTMENT MANAGEMENT | $114,887 | — | $114,887 |
| BOWERS & COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOWERS & COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,887
- Estimated Expense Ratio: 0.846% of plan assets
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 | $116,737 | — | $114,887 | — | — |
| 2023 | $102,139 | — | $97,639 | — | — |
| 2022 | $100,967 | — | — | — | $99,917 |