Plan Snapshot
- Plan Sponsor: Tropacaval Media, LLC
- Sponsor EIN: 203436834
- Sponsor Address: 5802 NORTH NAVARRO, VICTORIA, TX, 77904
- Plan Type: 401(k)
- Total Participants: 1,775
- Total Assets: $46.4M
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 | 1,775 | $46.4M | $1.1M | $6.9M |
| 2023 | 1,688 | $38.1M | $1.1M | $6.6M |
| 2022 | 1,671 | $28.4M | $928,741 | $6.7M |
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 |
|---|---|---|---|---|
| JULY BUSINESS SERVICES | RECORDKEEPER | $203,947 | — | $203,947 |
| RAYMOND JAMES & ASSOCIATES, INC. | RIA | $135,939 | — | $135,939 |
| MOORE, REICHL & BAKER, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES — RECORDKEEPER
- MOORE, REICHL & BAKER, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $339,886
- Estimated Expense Ratio: 0.732% 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 | $339,886 | — | $339,886 | — | — |
| 2023 | $282,681 | $108,511 | $174,170 | — | — |
| 2022 | $249,352 | $93,545 | $155,807 | — | — |