Plan Snapshot
- Plan Sponsor: Rox Access Network
- Sponsor EIN: 275429359
- Sponsor Address: 100 E 15TH ST STE 520, FORT WORTH, TX, 761026566
- Plan Type: 401(k)
- Total Participants: 893
- Total Assets: $5.0M
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 | 893 | $5.0M | $0 | $2.4M |
| 2023 | 717 | $2.5M | $0 | $1.8M |
| 2022 | 737 | $1.5M | $0 | $725,801 |
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 |
|---|---|---|---|---|
| JASON F. CLAUSEN PC | 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 | $37,918 | $17,946 | $19,972 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $3,603 | $2,268 | $1,335 | — | — |