# Corgan Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/corgan-associates-inc-401k-plan

> Corgan Associates, INC.'s 401(k) plan: 1,046 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/corgan-associates-inc-401k-plan)

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