Plan Snapshot
- Plan Sponsor: Hill Country Transit District
- Sponsor EIN: 752764631
- Sponsor Address: 4515 W. US 190, BELTON, TX, 76513
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $2.3M
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 | 131 | $2.3M | $111,379 | $178,508 |
| 2023 | 114 | $2.0M | $92,056 | $175,981 |
| 2022 | 103 | $1.7M | $46,328 | $193,185 |
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 |
|---|---|---|---|---|
| NOREN, NORDLING,AND ASSOCIATES PLLC | Auditor | — | — | $0 |
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 | $4,406 | — | $4,406 | — | — |
| 2023 | $6,150 | — | $6,150 | — | — |
| 2022 | $6,345 | — | $6,345 | — | — |