Plan Snapshot
- Plan Sponsor: Lone Star Circle Of Care
- Sponsor EIN: 743001674
- Sponsor Address: 205 EAST UNIVERSITY AVENUE SUITE 20, GEORGETOWN, TX, 78626
- Plan Type: 403(b)
- Total Participants: 741
- Total Assets: $29.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 741 | $29.4M | $791,314 | $2.7M |
| 2023 | 677 | $26.4M | $1.3M | $2.8M |
| 2022 | 669 | $21.3M | $1.4M | $2.7M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $224,724 | $83,706 | — | — | — |
| 2023 | $172,608 | — | $172,608 | — | — |
| 2022 | $181,545 | — | $181,545 | — | — |