Plan Snapshot
- Plan Sponsor: Head Start Of Greater Dallas,
- Sponsor EIN: 752247281
- Sponsor Address: 3954 GANNON LN, DALLAS, TX, 752372919
- Plan Type: 401(k)
- Total Participants: 691
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 691 | $13.8M | $246,238 | $736,599 |
| 2023 | 671 | $12.4M | $201,483 | $613,105 |
| 2022 | 588 | $11.4M | $232,350 | $636,398 |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — 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 | $8,736 | — | — | — | — |
| 2023 | $4,586 | — | — | — | — |
| 2022 | $4,962 | — | — | — | — |