Plan Snapshot
- Plan Sponsor: Jaynes, Reitmeier, Boyd & Therrell, P.C.
- Sponsor EIN: 742533381
- Sponsor Address: 5400 BOSQUE BLVD, SUITE 600, WACO, TX, 76710
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $18.5M | $571,838 | $946,673 |
| 2023 | 119 | $15.3M | $547,921 | $867,576 |
| 2022 | 103 | $15.3M | $528,694 | $803,658 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY | ADVISORY SERVICES | $41,716 | — | $41,716 |
| HENRY & PETERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH LIFE AGENCY — ADVISORY SERVICES
- HENRY & PETERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,716
- Estimated Expense Ratio: 0.226% 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 | $69,524 | — | — | — | — |
| 2023 | $71,931 | — | — | — | — |
| 2022 | $91,474 | $91,474 | — | — | — |