Plan Snapshot
- Plan Sponsor: Thornton, Biechlin, Reynolds & Guerra, L.C.
- Sponsor EIN: 742654059
- Sponsor Address: 100 N.E. LOOP 410, SUITE 500, SAN ANTONIO, TX, 78216
- Plan Type: DC
- Total Participants: 58
- Total Assets: $9.3M
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 | 58 | $9.3M | $72,973 | $261,117 |
| 2023 | 65 | $8.3M | $82,634 | $330,313 |
| 2022 | 70 | $7.0M | $99,749 | $331,459 |
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 |
|---|---|---|---|---|
| ADAMSON & COMPANY, LLC | 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 | $65,718 | $65,718 | — | — | — |
| 2023 | $62,758 | $52,761 | $9,997 | — | — |
| 2022 | $74,188 | $60,876 | $13,000 | — | — |