Plan Snapshot
- Plan Sponsor: Mclennan County Medical Education And Research Foundation
- Sponsor EIN: 741873453
- Sponsor Address: 1600 PROVIDENCE DRIVE, WACO, TX, 76707
- Plan Type: DC
- Plan Number: 003
- Total Participants: 550
- Total Assets: $28.0M
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. |
|---|---|---|---|---|
| 2025 | 550 | $28.0M | $0 | $0 |
| 2024 | 580 | $29.8M | $1.7M | $0 |
| 2023 | 522 | $27.9M | $892,275 | $0 |
| 2022 | 493 | $24.2M | $871,324 | $0 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Other Service Provider | $13,494 | — | $13,494 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,494
- Estimated Expense Ratio: 0.048% 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 |
|---|---|---|---|---|---|
| 2025 | $4,283,277 | — | — | — | — |
| 2024 | $13,105 | — | $13,105 | — | — |
| 2023 | $13,630 | — | $13,630 | — | — |
| 2022 | $11,881 | — | $11,881 | — | — |