Plan Snapshot
- Plan Sponsor: Mccreary, Veselka, Bragg & Allen P.C.
- Sponsor EIN: 742305409
- Sponsor Address: 700 JEFFREY WAY, SUITE 100, ROUND ROCK, TX, 78665
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $26.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 193 | $26.5M | $272,446 | $1.0M |
| 2023 | 181 | $23.3M | $220,561 | $914,821 |
| 2022 | 172 | $19.8M | $222,804 | $885,466 |
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 |
|---|---|---|---|---|
| TCG GROUP HOLDINGS, LLP | NONE | $7,366 | — | $7,366 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,366
- Estimated Expense Ratio: 0.028% 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 | $7,366 | — | $7,366 | — | — |
| 2023 | $7,031 | — | $7,031 | — | — |
| 2022 | $6,690 | — | — | — | $6,593 |