Plan Snapshot
- Plan Sponsor: Dehay & Elliston, LLP
- Sponsor EIN: 752440762
- Sponsor Address: BANK OF AMERICA PLAZA BUILDING, DALLAS, TX, 75202
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 67 | $17.5M | $145,000 | $576,676 |
| 2023 | 64 | $16.3M | $84,496 | $526,423 |
| 2022 | 62 | $15.1M | $0 | $528,687 |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $4,018 | $2,426 | — | — | — |
| 2023 | $7,425 | $2,077 | — | — | — |
| 2022 | $3,410 | — | $3,410 | — | — |