# Munsch Hardt Kopf & Harr, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/munsch-hardt-kopf-harr-p-c-401k-plan

> Munsch Hardt Kopf & Harr, P.C.'s 401(k) plan: 279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISOR

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISOR

- [SUTTON CARY FROST LLP](https://planprovider.pro/provider/sutton-frost-cary-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/munsch-hardt-kopf-harr-p-c-401k-plan)

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