Plan Snapshot
- Plan Sponsor: Corgan Associates, INC.
- Sponsor EIN: 751079692
- Sponsor Address: 401 N HOUSTON ST., DALLAS, TX, 75202
- Plan Type: 401(k)
- Total Participants: 1,046
- Total Assets: $122.8M
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 | 1,046 | $122.8M | $3.4M | $7.5M |
| 2023 | 901 | $101.4M | $2.8M | $6.2M |
| 2022 | 753 | $83.8M | $2.3M | $5.1M |
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 | $85,905 | — | $85,905 |
| CREATIVE PLANNING LLC | ADVISOR | $73,529 | — | $73,529 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $27,314 | — | $27,314 |
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- WEAVER AND TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,748
- Estimated Expense Ratio: 0.152% 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 | $186,748 | $100,843 | $2,400 | — | — |
| 2023 | $146,735 | $76,385 | — | — | — |
| 2022 | $152,009 | $8,113 | — | — | — |