Plan Snapshot
- Plan Sponsor: Employee Resource Administration L.P.
- Sponsor EIN: 752822373
- Sponsor Address: 12400 COIT ROAD, SUITE 660, DALLAS, TX, 75251
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $23.1M
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 | 236 | $23.1M | $451,348 | $1.2M |
| 2023 | 248 | $19.4M | $398,003 | $970,222 |
| 2022 | 222 | $15.8M | $326,148 | $936,144 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $4,871 | $65,247 | $70,118 |
| PROSPERA FIN SERVICES | NONE | — | $53,977 | $53,977 |
| LOREN D STARK COMPANY | NONE | $11,181 | — | $11,181 |
| VAIL & PARK, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VAIL & PARK, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,276
- Estimated Expense Ratio: 0.585% 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 | $13,987 | — | $13,987 | — | — |
| 2023 | $9,832 | — | $9,832 | — | — |
| 2022 | $8,300 | — | $8,300 | — | — |