Plan Snapshot
- Plan Sponsor: Savcop, Ltd.
- Sponsor EIN: 352183715
- Sponsor Address: 504 N O'CONNOR RD, IRVING, TX, 750177307
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $5.1M
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. |
|---|---|---|---|---|
| 2024 | 265 | $5.1M | $80,112 | $160,024 |
| 2023 | 300 | $5.7M | $85,853 | $172,039 |
| 2022 | 302 | $4.8M | $88,077 | $176,633 |
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 |
|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE CO | RECORD KEEPER | $11,936 | $41,241 | $53,177 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AXA EQUITABLE LIFE INSURANCE CO — RECORD KEEPER
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,177
- Estimated Expense Ratio: 1.034% 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 | $11,936 | — | $11,936 | — | — |
| 2023 | $11,443 | — | $11,443 | — | — |
| 2022 | $11,208 | — | $11,208 | — | — |