Plan Snapshot
- Plan Sponsor: Compugroup Medical, INC.
- Sponsor EIN: 320307150
- Sponsor Address: 10901 STONELAKE BOULEVARD, AUSTIN, TX, 78759
- Plan Type: 401(k)
- Total Participants: 501
- Total Assets: $43.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 501 | $43.2M | $853,246 | $3.0M |
| 2023 | 575 | $39.6M | $956,419 | $3.3M |
| 2022 | 630 | $34.1M | $835,605 | $3.1M |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS LLC | INVESTMENT ADVISOR | $102,771 | — | $102,771 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $42,823 | — | $42,823 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,594
- Estimated Expense Ratio: 0.337% 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 | $150,568 | $107,745 | — | — | — |
| 2023 | $144,567 | $2,876 | — | — | — |
| 2022 | $144,950 | — | $144,950 | — | — |