Plan Snapshot
- Plan Sponsor: Katzen Medical Associates, P.C.
- Sponsor EIN: 522000021
- Sponsor Address: 9330 LYNDON B JOHNSON FREEWAY, DALLAS, TX, 75243
- Plan Type: 401(k)
- Total Participants: 1,616
- Total Assets: $81.4M
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 | 1,616 | $81.4M | $1.2M | $6.3M |
| 2023 | 1,685 | $73.8M | $1.1M | $5.7M |
| 2022 | 1,695 | $61.8M | $958,403 | $5.0M |
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 |
|---|---|---|---|---|
| HM&M GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HM&M GROUP, LLC — 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 | $143,347 | — | $143,347 | — | — |
| 2023 | $235,182 | — | $235,182 | — | — |
| 2022 | $155,415 | — | — | — | — |