Plan Snapshot
- Plan Sponsor: Texo Abc-Agc, INC.
- Sponsor EIN: 320274111
- Sponsor Address: 11101 N. STEMMONS FREEWAY, DALLAS, TX, 75229
- Plan Type: 401(k)
- Total Participants: 6,383
- Total Assets: $117.1M
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 | 6,383 | $117.1M | $4.8M | $11.0M |
| 2023 | 10,306 | $128.7M | $4.4M | $11.1M |
| 2022 | 8,333 | $107.9M | $3.5M | $9.7M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | RECORDKEEPER | $452,610 | — | $452,610 |
| ACCELERATE RETIREMENT | INVESTMENT ADVISORY PLAN | $191,926 | — | $191,926 |
| SOLTIS INVESTMENT ADVISORS, LLC | INVESTMENT ADVISORY | $97,555 | — | $97,555 |
| PINNACLE FINANCIAL SERVICES, INC. | RECORDKEEPER | $75,722 | — | $75,722 |
| ERP SOUTHWEST LLC DBA ERP RETIREMEN | RECORDKEEPER | $71,754 | — | $71,754 |
| 3(16) FIDUCIARY SERVICES CORPORATIO | PLAN ADMINISTRATOR | $20,121 | — | $20,121 |
| TEMPLETON & COMPANY LLP | AUDIT | $19,500 | — | $19,500 |
| CHUBB | OTHER | $6,441 | — | $6,441 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS. CO — RECORDKEEPER
- ACCELERATE RETIREMENT — INVESTMENT ADVISORY PLAN
- SOLTIS INVESTMENT ADVISORS, LLC — INVESTMENT ADVISORY
- TEMPLETON & COMPANY LLP — AUDIT
- CHUBB — OTHER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $935,629
- Estimated Expense Ratio: 0.799% 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 | $890,046 | $289,481 | — | — | — |
| 2023 | $837,596 | $685,729 | — | $26,960 | — |
| 2022 | $774,520 | — | $657,929 | — | $8,960 |