Plan Snapshot
- Plan Sponsor: Stracon Services Group, LLC
- Sponsor EIN: 205799138
- Sponsor Address: 6100 SOUTHWEST BLVD, FORT WORTH, TX, 76109
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $13.0M
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 | 233 | $13.0M | $1.2M | $1.7M |
| 2023 | 223 | $10.2M | $1.0M | $1.5M |
| 2022 | 188 | $7.4M | $926,271 | $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 |
|---|---|---|---|---|
| SANCTUARY ADVISORS LLC | NONE | $47,164 | — | $47,164 |
| ASCENSUS LLC | NONE | $32,320 | — | $32,320 |
| PRICEKUBECKA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,484
- Estimated Expense Ratio: 0.610% 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 | $83,585 | $51,265 | $32,320 | — | — |
| 2023 | $68,536 | $42,863 | $25,673 | — | — |
| 2022 | $41,188 | $28,838 | $12,350 | — | — |