Plan Snapshot
- Plan Sponsor: S & B Industry INC
- Sponsor EIN: 381895876
- Sponsor Address: 13301 PARK VISTA BLVD, FORT WORTH, TX, 76177
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $6.7M
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 | 63 | $6.7M | $182,285 | $390,169 |
| 2023 | 75 | $5.8M | $217,445 | $387,928 |
| 2022 | 85 | $4.8M | $240,456 | $416,223 |
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 |
|---|---|---|---|---|
| MAE CHOU | 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 | $8,514 | $6,474 | — | — | — |
| 2023 | $8,534 | $6,462 | — | — | — |
| 2022 | $8,903 | — | — | — | — |