Plan Snapshot
- Plan Sponsor: Service King Paint & Body, LLC
- Sponsor EIN: 751781281
- Sponsor Address: 808 S. CENTRAL EXPWY, RICHARDSON, TX, 75080
- Plan Type: 401(k)
- Total Participants: 4,886
- Total Assets: $171.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 4,886 | $171.7M | $5.4M | $13.9M |
| 2022 | 4,893 | $146.3M | $5.3M | $15.1M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING RETIREMENT SERVI | BROKER | $150,000 | — | $150,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $120,148 | — | $120,148 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $96,354 | — | $96,354 |
| HM&M GROUP, LLC | ACCOUNTANT/AUDITOR | $49,680 | — | $49,680 |
| MCAFEE & TAFT | ATTORNEY/LEGAL | $11,644 | — | $11,644 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING RETIREMENT SERVI — BROKER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HM&M GROUP, LLC — ACCOUNTANT/AUDITOR
- MCAFEE & TAFT — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $427,826
- Estimated Expense Ratio: 0.249% 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 |
|---|---|---|---|---|---|
| 2023 | $230,097 | $60,074 | $300 | $24,840 | — |
| 2022 | $177,373 | $52,942 | — | — | — |