Plan Snapshot
- Plan Sponsor: T3i, INC.
- Sponsor EIN: 470995121
- Sponsor Address: 11503 NW MILITARY HWY, SAN ANTONIO, TX, 78231
- Plan Type: 401(k)
- Total Participants: 388
- Total Assets: $8.7M
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 | 388 | $8.7M | $572,092 | $1.2M |
| 2023 | 298 | $7.0M | $475,195 | $831,064 |
| 2022 | 253 | $4.7M | $420,585 | $745,353 |
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 |
|---|---|---|---|---|
| BEHRENS & BANKS | 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 | $14,061 | $9,611 | — | — | — |
| 2023 | $2,115 | — | — | — | — |
| 2022 | $2,075 | — | — | — | — |