Plan Snapshot
- Plan Sponsor: Medical City Dallas Management, Ltd.
- Sponsor EIN: 208186946
- Sponsor Address: 7777 FOREST LANE, SUITE C-840, DALLAS, TX, 75230
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $18.5M
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 | 100 | $18.5M | $795,210 | $477,944 |
| 2023 | 105 | $16.5M | $684,243 | $430,960 |
| 2022 | 97 | $15.3M | $717,328 | $386,558 |
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 |
|---|---|---|---|---|
| PROACCOUNT | MONEY MANAGER | $59,718 | — | $59,718 |
| CECILCO | ADMINISTRATOR | $6,800 | $17,564 | $24,364 |
| NATIONWIDE | RECORDKEEPER | $12,917 | $189 | $13,106 |
| VAIL & PARK, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROACCOUNT — MONEY MANAGER
- NATIONWIDE — RECORDKEEPER
- VAIL & PARK, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,188
- Estimated Expense Ratio: 0.525% 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 | $67,712 | $59,718 | $6,859 | — | — |
| 2023 | $58,555 | $50,400 | $7,877 | — | — |
| 2022 | $57,975 | $53,507 | $4,468 | — | — |