Plan Snapshot
- Plan Sponsor: Maverick Title Of Texas LLC Dba Texas Title
- Sponsor EIN: 273142229
- Sponsor Address: 19111 DALLAS PKWY, SUITE 120, DALLAS, TX, 75287
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 69 | $2.1M | $184,856 | $231,965 |
| 2023 | 74 | $1.9M | $194,505 | $241,749 |
| 2022 | 103 | $1.6M | $253,717 | $313,841 |
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 |
|---|---|---|---|---|
| GARRETY AND ASSOCIATES CPA, LLC | Auditor | — | — | $0 |
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 | $4,136 | — | $4,136 | — | — |
| 2023 | $5,038 | — | $5,038 | — | — |
| 2022 | $3,283 | — | $3,283 | — | — |