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Benefits Intelligence/Broker Directory/Texas

Lone Star 401(K) Consultants

Hudson Oaks, TX

Lone Star 401(K) Consultants of Hudson Oaks, TX is the broker of record on 47 Form 5500 Schedule A filings covering 16 employer benefit plans across 3 states, with $0 in reported broker commissions (plan year 2022).

Employer clients
16
distinct plan sponsors
Schedule A filings
47
States served
3
Reported commissions
$0
plan year 2022
Reported fees
$144,251

Employer clients

Plan sponsors naming Lone Star 401(K) Consultants on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Rockwall Regional Hospital, LLCTX5312016-12-31
Apex Heritage Group IncTX3942018-12-31
Ranger Fire Inc.TX1512018-12-31
13 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.