Plan Snapshot
- Plan Sponsor: The Apparel Group, Ltd
- Sponsor EIN: 135569505
- Sponsor Address: 883 TRINITY DRIVE, LEWISVILLE, TX, 75056
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $20.7M
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 | 166 | $20.7M | $625,423 | $976,885 |
| 2023 | 166 | $18.1M | $552,403 | $928,655 |
| 2022 | 169 | $16.3M | $408,990 | $653,649 |
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 |
|---|---|---|---|---|
| SMITH LEONARD PLLC | Auditor | $7,764 | — | $7,764 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,764
- Estimated Expense Ratio: 0.038% 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 | $111,174 | — | $103,410 | $7,764 | — |
| 2023 | $97,309 | — | $92,059 | $5,250 | — |
| 2022 | $88,733 | — | $88,733 | — | — |