Plan Snapshot
- Plan Sponsor: Dunaway Associates, L.P.
- Sponsor EIN: 900279196
- Sponsor Address: 550 BAILEY AVE., SUITE 400, FORT WORTH, TX, 76107
- Plan Type: 401(k)
- Total Participants: 355
- Total Assets: $41.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 355 | $41.2M | $1.7M | $2.7M |
| 2023 | 266 | $33.4M | $1.3M | $2.1M |
| 2022 | 215 | $25.4M | $1.1M | $1.8M |
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 |
|---|---|---|---|---|
| BOKF, NA | TRUSTEE | $79,638 | — | $79,638 |
| SUTTON FROST CARY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUTTON FROST CARY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,638
- Estimated Expense Ratio: 0.193% 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 | $79,539 | $25,608 | — | — | — |
| 2023 | $63,568 | $21,991 | — | — | — |
| 2022 | $61,481 | — | — | — | $61,481 |