Plan Snapshot
- Plan Sponsor: The Fordyce Company
- Sponsor EIN: 740629110
- Sponsor Address: P. O BOX 1417, VICTORIA, TX, 779021417
- Plan Type: DB
- Total Participants: 6
- Total Assets: $16.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6 | $16.6M | $0 | $0 |
| 2023 | 6 | $21.1M | $0 | $0 |
| 2022 | 6 | $20.9M | $5.3M | $0 |
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 |
|---|---|---|---|---|
| ROLOFF, HNATEK & CO., L.L.P. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $143,918 | $129,264 | — | — | — |
| 2023 | $129,019 | $115,218 | — | — | — |
| 2022 | $121,900 | $110,343 | — | — | $10,616 |