Plan Snapshot
- Plan Sponsor: Combined Law Enforcement Assoc. Of Texas, INC.
- Sponsor EIN: 741874446
- Sponsor Address: 408 W. 14TH STREET, AUSTIN, TX, 78701
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 4,223
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,223 | $3.0M | $0 | $3.7M |
| 2023 | 3,752 | $2.6M | $0 | $4.1M |
| 2022 | 3,905 | $2.0M | $0 | $3.9M |
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 |
|---|---|---|---|---|
| BAY BRIDGE ADMINISTRATORS, LLC | Recordkeeper | $301,802 | — | $301,802 |
| AMERITAS LIFE INSURANCE CORP. | Recordkeeper | — | $286,641 | $286,641 |
| CLEAT | Other Service Provider | $120,445 | — | $120,445 |
| ATCHLEY & ASSOCIATES, LLP | Auditor | $17,193 | — | $17,193 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP. — Recordkeeper
- ATCHLEY & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $726,081
- Estimated Expense Ratio: 24.462% 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 | $449,461 | — | — | $17,193 | — |
| 2023 | $442,342 | — | — | $16,164 | — |
| 2022 | $443,686 | — | — | — | $16,608 |