Plan Snapshot
- Plan Sponsor: S.P.J.S.T. Rest Home
- Sponsor EIN: 741304505
- Sponsor Address: 1810 OLD GRANGER ROAD, TAYLOR, TX, 76574
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $788,631
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. |
|---|---|---|---|---|
| 2023 | 166 | $788,631 | $35,915 | $78,447 |
| 2022 | 177 | $726,633 | $32,384 | $76,838 |
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 |
|---|---|---|---|---|
| M&K CPAS, 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 |
|---|---|---|---|---|---|
| 2023 | $15,223 | $5,892 | $5,520 | — | — |
| 2022 | $13,228 | $6,278 | $6,950 | — | — |