Plan Snapshot
- Plan Sponsor: National Western Life Insurance Co.
- Sponsor EIN: 840467208
- Sponsor Address: 10801 N. MOPAC EXPY, AUSTIN, TX, 78759
- Plan Type: DB
- Total Participants: 40
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 40 | $21.7M | $0 | $0 |
| 2023 | 54 | $20.2M | $0 | $0 |
| 2022 | 62 | $18.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| MOODY NATIONAL BANK | COMMON DIRECTORS | $120,063 | — | $120,063 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,063
- Estimated Expense Ratio: 0.553% 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 | $120,063 | $120,063 | — | — | — |
| 2023 | $110,261 | $107,475 | $2,776 | — | — |
| 2022 | $113,625 | $110,777 | — | — | $2,838 |