Plan Snapshot
- Plan Sponsor: United Fashions Of Texas LLC
- Sponsor EIN: 260433691
- Sponsor Address: 4629 MACRO DRIVE, SAN ANTONIO, TX, 78218
- Plan Type: 401(k)
- Total Participants: 4,796
- Total Assets: $9.9M
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 | 4,796 | $9.9M | $205,349 | $522,839 |
| 2023 | 458 | $9.4M | $141,599 | $463,577 |
| 2022 | 467 | $7.7M | $115,229 | $361,682 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $29,328 | — | $29,328 |
| WORLD INVESTMENT ADVISORS LLC | ADVISOR | $23,731 | — | $23,731 |
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,059
- Estimated Expense Ratio: 0.533% 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 | $53,059 | $23,731 | — | — | — |
| 2023 | $46,201 | $20,299 | — | — | — |
| 2022 | $8,769 | — | — | — | — |