# Madera Residential DC Plan
Source: https://planprovider.pro/companies/madera-residential-plan

> Madera Residential's DC plan: 481 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Madera Residential

- **Sponsor EIN:** 752458512

- **Sponsor Address:** 5214 68TH STREET, LUBBOCK, TX, 79424

- **Plan Type:** DC

- **Total Participants:** 481

- **Total Assets:** $8.2M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|481|$8.2M|$874,428|$1.5M|

| 2023|527|$5.5M|$811,214|$1.3M|

| 2022|549|$3.0M|$715,699|$1.1M|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS|RECORD KEEPER|$49,228|—|$49,228|

| ADMIN. GROUP, LLC DBA TAG RESOURCES|RECORD KEEPER|$25,990|—|$25,990|

| TEMPLETON & CO|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA FINANCIAL LIFE INS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [ADMIN. GROUP, LLC DBA TAG RESOURCES](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [TEMPLETON & CO](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,218

- **Estimated Expense Ratio:** 0.919% 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|$78,073|$2,855|—|—|—|

| 2023|$54,907|—|—|—|—|

| 2022|$32,228|—|$32,228|—|—|

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