Plan Snapshot
- Plan Sponsor: Montera Health Texas LLC
- Sponsor EIN: 874829433
- Sponsor Address: 5900 BALCONES DRIVE, AUSTIN, TX, 78731
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $365,776
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 | 229 | $365,776 | $60,540 | $181,390 |
| 2023 | 192 | $96,197 | $21,377 | $65,665 |
| 2022 | 5 | $1,440 | $681 | $1,362 |
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 |
|---|---|---|---|---|
| RUSSON+JOHNSTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSON+JOHNSTON LLP — 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 | $828 | $160 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |