Plan Snapshot
- Plan Sponsor: First Texas Homes, INC.
- Sponsor EIN: 752082539
- Sponsor Address: 500 CRESCENT COURT, SUITE 350, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $13.5M
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 | $13.5M | $508,285 | $1.1M |
| 2023 | 232 | $11.2M | $470,522 | $1.0M |
| 2022 | 295 | $8.7M | $394,485 | $933,217 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $6,479 | — | $6,479 |
| LOREN D. STARK COMPANY | THIRD PARTY ADMINISTRATO | — | $5,714 | $5,714 |
| TURNER STONE AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TURNER STONE AND COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,193
- Estimated Expense Ratio: 0.090% 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 | $18,541 | — | $18,541 | — | — |
| 2023 | $14,569 | — | $14,569 | — | — |
| 2022 | $11,645 | — | — | — | $11,645 |