Plan Snapshot
- Plan Sponsor: Economic Opportunities Advance
- Sponsor EIN: 741549077
- Sponsor Address: 1800 VALLEY MILLS, WACO, TX, 76710
- Plan Type: 403(b)
- Total Participants: 229
- Total Assets: $2.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 229 | $2.5M | $169,591 | $58,988 |
| 2023 | 194 | $2.4M | $173,017 | $66,295 |
| 2022 | 175 | $2.2M | $177,969 | $76,503 |
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 |
|---|---|---|---|---|
| PATTILLO, BROWN, & HILL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PATTILLO, BROWN, & HILL 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 | $4,148 | — | — | — | — |
| 2023 | $3,204 | — | — | — | — |
| 2022 | $2,882 | — | — | — | — |