# Communities Foundation Of Texas 401(k) Plan
Source: https://planprovider.pro/companies/communities-foundation-of-texas-401k-plan

> Communities Foundation Of Texas's 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Communities Foundation Of Texas

- **Sponsor EIN:** 750964565

- **Sponsor Address:** 5500 CARUTH HAVEN LN, DALLAS, TX, 75225

- **Plan Type:** 401(k)

- **Total Participants:** 128

- **Total Assets:** $20.6M

## 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|128|$20.6M|$1.1M|$1.2M|

| 2023|132|$19.5M|$1.1M|$1.2M|

| 2022|140|$16.8M|$957,426|$1.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$20,173|—|$20,173|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,138|—|$7,138|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $27,311

- **Estimated Expense Ratio:** 0.132% 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|$27,311|$7,138|—|—|—|

| 2023|$24,491|$2,959|—|$6,720|—|

| 2022|$32,213|$1,543|—|—|—|

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