Plan Snapshot
- Plan Sponsor: Zxp Technologies, LLC
- Sponsor EIN: 823670111
- Sponsor Address: 409 EAST WALLISVILLE ROAD, HIGHLANDS, TX, 77562
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $5.3M
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 | 233 | $5.3M | $205,473 | $362,121 |
| 2023 | 210 | $5.7M | $233,624 | $427,345 |
| 2022 | 240 | $4.5M | $214,604 | $374,105 |
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 |
|---|---|---|---|---|
| PKF OF TEXAS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $29,366 | $13,736 | $15,630 | — | — |
| 2023 | $27,101 | $11,732 | $15,369 | — | — |
| 2022 | $25,710 | $10,962 | $14,748 | — | — |