Plan Snapshot
- Plan Sponsor: Steele Cjdr Gonzales, LLC
- Sponsor EIN: 853581069
- Sponsor Address: 3698 N HWY 183, GONZALES, TX, 78629
- Plan Type: 401(k)
- Total Participants: 388
- Total Assets: $5.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 388 | $5.6M | $258,741 | $666,668 |
| 2023 | 406 | $4.3M | $251,143 | $770,589 |
| 2022 | 145 | $2.6M | $124,627 | $437,920 |
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 |
|---|---|---|---|---|
| BROCKWAY GERSBACH FRANKLIN & NIEMEI | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,755 | — | $6,755 | — | — |
| 2023 | $4,910 | — | — | — | — |
| 2022 | — | — | — | — | — |