Plan Snapshot
- Plan Sponsor: Legal Aid Of Northwest Texas
- Sponsor EIN: 750856086
- Sponsor Address: 600 E WEATHERFORD ST FL 3, FORT WORTH, TX, 761023264
- Plan Type: 401(k)
- Total Participants: 305
- Total Assets: $31.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 305 | $31.9M | $938,841 | $1.4M |
| 2023 | 299 | $28.2M | $955,773 | $1.3M |
| 2022 | 313 | $23.5M | $913,487 | $1.3M |
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 | $3,657 | — | — | — | — |
| 2023 | $8,097 | — | — | — | — |
| 2022 | $3,754 | — | — | — | — |