Plan Snapshot
- Plan Sponsor: Texas Scenic Company, INC
- Sponsor EIN: 741466429
- Sponsor Address: 8053 POTRANCO ROAD, SAN ANTONIO, TX, 78251
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 168 | $8.5M | $71,989 | $731,807 |
| 2023 | 161 | $9.5M | $62,499 | $845,935 |
| 2022 | 167 | $8.3M | $91,339 | $847,923 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $17,436 | — | $17,436 |
| AKIN, DOHERTY, KLEIN, & FEUGE P | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AKIN, DOHERTY, KLEIN, & FEUGE P — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,436
- Estimated Expense Ratio: 0.204% 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 | $17,436 | — | — | — | — |
| 2023 | $2,700 | — | — | — | — |
| 2022 | $3,470 | — | — | — | — |