Plan Snapshot
- Plan Sponsor: The Adam Corporation/Group
- Sponsor EIN: 742270146
- Sponsor Address: ONE MOMENTUM BOULEVARD, COLLEGE STATION, TX, 77845
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,452
- Total Assets: $81.3M
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. |
|---|---|---|---|---|
| 2025 | 1,452 | $81.3M | $0 | $0 |
| 2024 | 1,061 | $70.7M | $2.7M | $3.5M |
| 2023 | 1,115 | $62.7M | $2.6M | $3.5M |
| 2022 | 1,120 | $55.2M | $2.4M | $3.6M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $173,030 | $3,308 | $176,338 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $176,338
- Estimated Expense Ratio: 0.217% 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 |
|---|---|---|---|---|---|
| 2025 | $6,252,099 | — | $173,030 | — | — |
| 2024 | $137,418 | — | $137,418 | — | — |
| 2023 | $124,765 | — | $124,765 | — | — |
| 2022 | $129,720 | — | $129,720 | — | — |