Plan Snapshot
- Plan Sponsor: Shoppa'S Material Handling, INC.
- Sponsor EIN: 752163913
- Sponsor Address: 15000 HERITAGE PARKWAY, FORT WORTH, TX, 76177
- Plan Type: 401(k)
- Total Participants: 652
- Total Assets: $20.4M
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 | 652 | $20.4M | $475,026 | $1.6M |
| 2023 | 620 | $18.6M | $440,007 | $1.5M |
| 2022 | 528 | $14.8M | $378,554 | $1.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $66,578 | — | $66,578 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $39,000 | — | $39,000 |
| KESTRA INVESTMENT SERVICES LLC | BROKER/ADVISER | — | $35,222 | $35,222 |
| MESCH, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MESCH, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,800
- Estimated Expense Ratio: 0.691% 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 | $105,578 | $39,000 | — | — | — |
| 2023 | $83,193 | $30,295 | — | — | — |
| 2022 | $78,205 | — | $78,205 | — | — |