Plan Snapshot
- Plan Sponsor: Texas Excavation Safety System INC.
- Sponsor EIN: 751945057
- Sponsor Address: 1410 E. RENNER RD., # 100, RICHARDSON, TX, 75082
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $10.3M
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 | 259 | $10.3M | $518,200 | $637,991 |
| 2023 | 261 | $8.9M | $507,586 | $653,751 |
| 2022 | 249 | $7.2M | $484,501 | $590,317 |
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 |
|---|---|---|---|---|
| TURNER, STONE AND CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TURNER, STONE AND CO., LLP — Auditor
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 | $25,187 | — | $25,187 | — | — |
| 2023 | $28,198 | — | $28,198 | — | — |
| 2022 | $25,302 | — | — | — | $25,302 |