Plan Snapshot
- Plan Sponsor: Dallas World Aquarium Corp.
- Sponsor EIN: 752402362
- Sponsor Address: 1801 N. GRIFFIN, DALLAS, TX, 75202
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $4.5M
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 | 202 | $4.5M | $144,813 | $241,623 |
| 2023 | 117 | $4.2M | $121,677 | $200,714 |
| 2022 | 91 | $3.4M | $115,920 | $180,439 |
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 |
|---|---|---|---|---|
| LANEGORMANTRUBITTLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANEGORMANTRUBITTLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $483,881 | — | $1,919 | — | — |
| 2023 | $97,390 | — | $1,789 | — | — |
| 2022 | $1,525 | — | — | — | — |