Plan Snapshot
- Plan Sponsor: Clinics Of North Texas, LLP
- Sponsor EIN: 750867304
- Sponsor Address: 501 MIDWESTERN PARKWAY E., WICHITA FALLS, TX, 76302
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $48.6M
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 | 208 | $48.6M | $452,311 | $1.1M |
| 2023 | 174 | $45.0M | $522,298 | $1.2M |
| 2022 | 175 | $40.3M | $460,769 | $1.0M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,579 | — | $5,579 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,579
- Estimated Expense Ratio: 0.011% 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 | -$10,798 | $5,579 | — | — | — |
| 2023 | $424 | $7,029 | — | $6,695 | — |
| 2022 | $7,252 | $13,374 | — | — | — |