Plan Snapshot
- Plan Sponsor: Snell Motor Company, INC.
- Sponsor EIN: 751429319
- Sponsor Address: 11400 NORTH CENTRAL EXPRESSWAY, DALLAS, TX, 75243
- Plan Type: 401(k)
- Total Participants: 362
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 362 | $11.7M | $35,000 | $1.4M |
| 2023 | 330 | $10.3M | $27,032 | $1.4M |
| 2022 | 308 | $8.4M | $35,000 | $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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $27,890 | — | $27,890 |
| DEFINITI LLC | CONTRACT ADMIN | $22,111 | $5,000 | $27,111 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $19,838 | — | $19,838 |
| WHITLEY PENN | AUDITOR | $11,304 | — | $11,304 |
| WHITLEY PENN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,143
- Estimated Expense Ratio: 0.739% 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 | $77,952 | — | $77,952 | — | — |
| 2023 | $60,799 | — | $60,799 | — | — |
| 2022 | $59,141 | — | $59,141 | — | — |