# Nexpoint Advisors, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/nexpoint-advisors-lp-401k-plan

> Nexpoint Advisors, L.P.'s 401(k) plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nexpoint Advisors, L.P.

- **Sponsor EIN:** 364728498

- **Sponsor Address:** 300 CRESENT COURT SUITE 700, DALLAS, TX, 75201

- **Plan Type:** 401(k)

- **Total Participants:** 289

- **Total Assets:** $88.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|289|$88.1M|$5.2M|$3.6M|

| 2023|268|$75.2M|$4.8M|$3.4M|

| 2022|282|$66.5M|$4.4M|$3.1M|

## 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|

| BOKF, NA|TPA|$48,534|—|$48,534|

| BOK FINANCIAL ASSET MGMT, INC.|TPA|$34,800|—|$34,800|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|—|$30,797|$30,797|

| CHARLES SCHWAB & CO., INC.|CUSTODIAN|$13,469|—|$13,469|

| PAYNE & SMITH|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [PAYNE & SMITH](https://planprovider.pro/provider/payne-and-smith-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $127,600

- **Estimated Expense Ratio:** 0.145% 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|$83,335|$47,386|—|—|—|

| 2023|$84,489|$40,358|—|—|—|

| 2022|$223,228|$159,356|$57,043|—|$6,829|

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