Plan Snapshot
- Plan Sponsor: Capio Partners, LLC
- Sponsor EIN: 261896257
- Sponsor Address: 3400 TEXOMA PARKWAY,SUITE 100, SHERMAN, TX, 75090
- Plan Type: 401(k)
- Total Participants: 443
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 443 | $11.2M | $615,604 | $1.1M |
| 2023 | 440 | $8.4M | $517,247 | $988,673 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $31,553 | — | $31,553 |
| RAYMOND JAMES AND ASSOCIATES INC. | SERVICE PROVIDER | $23,633 | — | $23,633 |
| CARR, RIGGS & INGRAM, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES AND ASSOCIATES INC. — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,186
- Estimated Expense Ratio: 0.491% 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 | $55,186 | — | — | — | — |
| 2023 | $26,492 | — | — | — | — |