Plan Snapshot
- Plan Sponsor: North Texas Village Health Partners, PA
- Sponsor EIN: 752918050
- Sponsor Address: 5655 W. SPRING CREEK PKWY, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $113,886 | $193,638 |
| 2023 | 164 | $10.3M | $525,918 | $689,712 |
| 2022 | 167 | $8.3M | $333,659 | $598,470 |
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 |
|---|---|---|---|---|
| BEARID HARRIS WEALTH MANAGEMENT,INC | ADVISOR | $78,654 | — | $78,654 |
| HUSELTON, MORGAN & MAULTSBY, P.C. | AUDITOR | $36,000 | — | $36,000 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $27,130 | — | $27,130 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUSELTON, MORGAN & MAULTSBY, P.C. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,784
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 | $32,497 | $31,657 | — | — | — |
| 2023 | $73,013 | $39,327 | $6,938 | $18,000 | — |
| 2022 | $41,975 | $37,971 | $4,004 | — | — |