Plan Snapshot
- Plan Sponsor: Xpressdocs Partners, Limited
- Sponsor EIN: 752924141
- Sponsor Address: 1301 NE LOOP 820, FORTH WORTH, TX, 76131
- Plan Type: 401(k)
- Total Participants: 256
- Total Assets: $9.8M
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 | 256 | $9.8M | $509,824 | $975,357 |
| 2023 | 236 | $7.8M | $449,141 | $873,783 |
| 2022 | 249 | $6.1M | $318,690 | $750,456 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $52,072 | — | $52,072 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,072
- Estimated Expense Ratio: 0.529% 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 | $52,072 | — | — | — | — |
| 2023 | $40,881 | $27 | — | — | — |
| 2022 | $27,730 | — | — | — | — |