Plan Snapshot
- Plan Sponsor: Texas Petroleum Group, LLC
- Sponsor EIN: 262459491
- Sponsor Address: 1080 ELDRIDGE PKWY, HOUSTON, TX, 77077
- Plan Type: 401(k)
- Total Participants: 1,262
- Total Assets: $9.3M
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 | 1,262 | $9.3M | $371,991 | $1.1M |
| 2023 | 1,095 | $8.8M | $159,506 | $317,754 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | INVESTMENT/FINANCIAL ADVI | $14,624 | — | $14,624 |
| ADP, INC. | RECORD KEEPER | $14,142 | — | $14,142 |
| PRICEKUBECKA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL CORPORATION RPCP — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- PRICEKUBECKA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,766
- Estimated Expense Ratio: 0.310% 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 | $28,767 | $14,625 | — | — | — |
| 2023 | $5,844 | $2,734 | — | — | — |