Plan Snapshot
- Plan Sponsor: Whataburger Of Alice
- Sponsor EIN: 741600234
- Sponsor Address: 17890 BLANCO ROAD, SAN ANTONIO, TX, 78232
- Plan Type: 401(k)
- Total Participants: 734
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 734 | $6.4M | $196,560 | $364,199 |
| 2023 | 671 | $6.0M | $198,386 | $370,316 |
| 2022 | 650 | $5.0M | $224,819 | $401,471 |
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 |
|---|---|---|---|---|
| NATIONWIDE | CUSTODIAN | $23,536 | $20,802 | $44,338 |
| STADION MONEY MANAGEMENT, LLC | CONSULTING | $38,320 | — | $38,320 |
| INWEST RETIREMENT SOLUTIONS | TPA | $4,439 | $13,702 | $18,141 |
| PSK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — CUSTODIAN
- STADION MONEY MANAGEMENT, LLC — CONSULTING
- PSK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,799
- Estimated Expense Ratio: 1.566% 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 | $100,800 | $38,320 | $18,141 | — | — |
| 2023 | $63,036 | $54,098 | $8,938 | — | — |
| 2022 | $62,608 | $37,904 | $24,704 | — | — |