Plan Snapshot
- Plan Sponsor: Capitol Pain Institute
- Sponsor EIN: 208370906
- Sponsor Address: 8015 SHOAL CREEK BLVD., AUSTIN, TX, 78757
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $5.9M
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 | 266 | $5.9M | $252,216 | $1.0M |
| 2023 | 6 | $4.2M | $261,548 | $824,194 |
| 2022 | 140 | $2.3M | $185,953 | $542,753 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | Recordkeeper | $17,470 | — | $17,470 |
| FIDELITY INVESTMENTS INT. OPS. CO. | Recordkeeper | $16,569 | — | $16,569 |
| ADMIN . GROUP , LLC DBA TAG RESOURC | Recordkeeper | $13,603 | — | $13,603 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS — Recordkeeper
- FIDELITY INVESTMENTS INT. OPS. CO. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,642
- Estimated Expense Ratio: 0.808% 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 | $47,642 | — | — | — | — |
| 2023 | $35,076 | — | $17,658 | — | — |
| 2022 | $27,839 | — | $27,839 | — | — |