Plan Snapshot
- Plan Sponsor: Tierra Lease Service, LLC
- Sponsor EIN: 841664191
- Sponsor Address: P.O.BOX 366, KENEDY, TX, 78119
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $1.8M
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 | 173 | $1.8M | $132,288 | $236,561 |
| 2023 | 148 | $2.1M | $138,533 | $253,233 |
| 2022 | 227 | $2.6M | $177,764 | $315,207 |
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 |
|---|---|---|---|---|
| DISHONGH, JANKOWSKI, & EUBANK PC | 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 | $855,703 | — | $1,581 | — | — |
| 2023 | $244,929 | — | $1,194 | — | — |
| 2022 | $1,450 | — | — | — | — |