Plan Snapshot
- Plan Sponsor: Cantey Hanger LLP
- Sponsor EIN: 750756050
- Sponsor Address: 600 WEST 6TH ST STE 300, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $27.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 87 | $27.0M | $247,258 | $567,018 |
| 2023 | 74 | $26.3M | $218,793 | $524,267 |
| 2022 | 76 | $25.8M | $224,373 | $521,199 |
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 |
|---|---|---|---|---|
| WHITLEY PENN, LLP | ACCOUNTANT | $21,630 | — | $21,630 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN, LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,630
- Estimated Expense Ratio: 0.080% 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 | $24,335 | $21,630 | — | — | — |
| 2023 | $29,052 | $21,115 | — | — | — |
| 2022 | $21,608 | — | — | — | — |