Plan Snapshot
- Plan Sponsor: Vizza Wash, L.P.
- Sponsor EIN: 742397010
- Sponsor Address: 2208 NW LOOP 410, SAN ANTONIO, TX, 78230
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 463
- Total Assets: $7.0M
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 | 463 | $7.0M | $244,017 | $653,506 |
| 2023 | 430 | $5.7M | $209,317 | $503,842 |
| 2022 | 388 | $4.8M | $171,780 | $462,380 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $54,747 | — | $54,747 |
| ALERA INVESTMENT ADVISORS, LLC | Investment Advisor | $28,405 | — | $28,405 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- ALERA INVESTMENT ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,152
- Estimated Expense Ratio: 1.193% 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 | $36,693 | $28,405 | $8,288 | — | — |
| 2023 | $28,607 | $25,188 | $3,419 | — | — |
| 2022 | $32,930 | — | $32,930 | — | — |