Plan Snapshot
- Plan Sponsor: Disability Rights Texas
- Sponsor EIN: 741916289
- Sponsor Address: 2222 WEST BRAKER LANE, AUSTIN, TX, 78758
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $21.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 166 | $21.4M | $979,417 | $1.2M |
| 2023 | 165 | $17.9M | $817,101 | $1.0M |
| 2022 | 150 | $14.9M | $790,097 | $944,263 |
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 |
|---|---|---|---|---|
| CWM LLC | INVESTMENT ADVISOR | $38,748 | — | $38,748 |
| EMPOWER ANNUITY INS COM | RECORDKEEPER | $32,935 | — | $32,935 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $17,763 | — | $17,763 |
| THE ALLOCATION COMPANY | CONTRACT ADMIN | $6,775 | $5,000 | $11,775 |
| KAYLA J. WALLACE, CPA | INDEPENDENT AUDITOR | $8,250 | — | $8,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,471
- Estimated Expense Ratio: 0.511% 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 | $85,798 | — | — | — | — |
| 2023 | $84,306 | $84,306 | — | — | — |
| 2022 | $82,387 | $82,387 | — | — | — |