Plan Snapshot
- Plan Sponsor: Tex Visions LLC
- Sponsor EIN: 264251192
- Sponsor Address: 10 PINE HILL DR, CARLISLE, PA, 17013
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 31
- Total Assets: $61,189
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 31 | $61,189 | $174,771 | $98,420 |
| 2023 | 34 | $54,492 | $160,207 | $93,817 |
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 |
|---|---|---|---|---|
| CAPITAL BLUECROSS | Other Service Provider | $14,378 | — | $14,378 |
| THE BENECON GROUP | Investment Advisor | $10,772 | — | $10,772 |
| BENEFIT CONNECTIONS | Investment Advisor | $10,733 | — | $10,733 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,883
- Estimated Expense Ratio: 58.643% 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 | $282,788 | — | — | — | — |
| 2023 | $212,488 | — | — | — | — |