Plan Snapshot
- Plan Sponsor: Southwestern Carpets, LLC
- Sponsor EIN: 751526052
- Sponsor Address: 2525 E. STATE HWY 121, STE. 100, LEWISVILLE, TX, 75056
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 124
- Total Assets: $4.7M
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. |
|---|---|---|---|---|
| 2023 | 124 | $4.7M | $79,196 | $671,840 |
| 2022 | 113 | $3.6M | $67,470 | $567,267 |
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 |
|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I | Investment Advisor | $17,667 | — | $17,667 |
| STANCORP FINANCIAL GROUP | Recordkeeper | $13,247 | — | $13,247 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INTELLICENTS INVESTMENT SOLUTIONS I — Investment Advisor
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,914
- Estimated Expense Ratio: 0.651% 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 | $30,914 | $17,667 | $13,247 | — | — |
| 2022 | $29,969 | — | $29,969 | — | — |