Plan Snapshot
- Plan Sponsor: Service Industrial, INC.
- Sponsor EIN: 840607372
- Sponsor Address: 7650 PADRE ISLAND HWY STE A, BROWNSVILLE, TX, 78521
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $8.3M
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 | 199 | $8.3M | $250,838 | $447,143 |
| 2023 | 157 | $6.9M | $228,954 | $415,604 |
| 2022 | 127 | $5.8M | $220,835 | $372,220 |
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 |
|---|---|---|---|---|
| PAUL J. FITZGERALD, P.C. | 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 | $3,790 | $1,957 | — | — | — |
| 2023 | $3,354 | $1,654 | — | — | — |
| 2022 | $2,595 | $857 | — | — | — |