# Service Lloyds Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/service-lloyds-insurance-company-401k-plan

> Service Lloyds Insurance Company's 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Service Lloyds Insurance Company

- **Sponsor EIN:** 742227733

- **Sponsor Address:** 6907 CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX, 78731

- **Plan Type:** 401(k)

- **Total Participants:** 136

- **Total Assets:** $40.0M

## 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|136|$40.0M|$386,801|$859,915|

| 2023|113|$35.9M|$1.4M|$855,369|

| 2022|108|$31.4M|$1.3M|$771,980|

## 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|

| PRIME CAPITAL INVESTMENT ADVISORS|ADVISOR|$65,126|—|$65,126|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$12,504|—|$12,504|

| CALHOUN THOMSON & MATZA, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $77,630

- **Estimated Expense Ratio:** 0.194% 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|$77,630|$65,126|—|—|—|

| 2023|$75,292|$62,229|—|—|—|

| 2022|$74,578|—|—|—|—|

## Similar Plans

- [Government Personnel Mutual Life Insurance Company](https://planprovider.pro/companies/government-personnel-mutual-life-insurance-company-401k-plan) — 120 participants

- [The Variable Annuity Life Insurance Company](https://planprovider.pro/companies/the-variable-annuity-life-insurance-company-plan) — 85 participants

- [Citizens, INC.](https://planprovider.pro/companies/citizens-inc-401k-plan) — 230 participants

- [National Western Life Insurance Co.](https://planprovider.pro/companies/national-western-life-insurance-co-plan-002) — 40 participants

- [Continental Insurance Group, Ltd](https://planprovider.pro/companies/continental-insurance-group-ltd-401k-plan) — 252 participants

- [Kjzt Family Life](https://planprovider.pro/companies/kjzt-family-life-plan) — 5 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/service-lloyds-insurance-company-401k-plan)

© 2026 PlanProvider.Pro