Plan Snapshot
- Plan Sponsor: Munsch Hardt Kopf & Harr, P.C.
- Sponsor EIN: 752096964
- Sponsor Address: 500 NORTH AKARD STREET SUITE 3800, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $111.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 279 | $111.2M | $2.2M | $4.5M |
| 2023 | 276 | $95.6M | $1.5M | $4.4M |
| 2022 | 274 | $77.1M | $1.8M | $3.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $48,018 | — | $48,018 |
| KESTRA ADVISORY SERVICES, LLC | INVESTMENT ADVISOR | $37,500 | — | $37,500 |
| NFP RETIREMENT INC | INVESTMENT ADVISOR | $22,500 | — | $22,500 |
| SUTTON CARY FROST LLP | ACCOUNTANT/AUDITOR | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KESTRA ADVISORY SERVICES, LLC — INVESTMENT ADVISOR
- NFP RETIREMENT INC — INVESTMENT ADVISOR
- SUTTON CARY FROST LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,518
- Estimated Expense Ratio: 0.110% 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 | $122,150 | $60,000 | — | $14,500 | — |
| 2023 | $103,262 | $50,000 | — | $13,500 | — |
| 2022 | $93,363 | — | — | — | — |