Plan Snapshot
- Plan Sponsor: Meyer, Lytton, Allen, Whitaker
- Sponsor EIN: 741669714
- Sponsor Address: 8303 NORTH MOPAC EXPRESSWAY, SUI, AUSTIN, TX, 78759
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 144 | $10.9M | $492,161 | $569,943 |
| 2023 | 131 | $9.4M | $442,271 | $548,552 |
| 2022 | 135 | $7.8M | $372,603 | $536,829 |
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 |
|---|---|---|---|---|
| CJG PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CJG PARTNERS — Auditor
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 | $59,937 | — | — | — | — |
| 2023 | $64,401 | — | — | — | — |
| 2022 | $44,085 | $44,085 | — | — | — |