Plan Snapshot
- Plan Sponsor: Moody National Management, LP
- Sponsor EIN: 200209885
- Sponsor Address: 9655 KATY FREEWAY, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 719
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 719 | $11.7M | $382,340 | $778,990 |
| 2023 | 700 | $10.0M | $358,268 | $742,249 |
| 2022 | 627 | $7.8M | $342,644 | $675,862 |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — 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 | $97,944 | — | $97,944 | — | — |
| 2023 | $75,562 | — | $75,562 | — | — |
| 2022 | $67,206 | — | $67,206 | — | — |