Plan Snapshot
- Plan Sponsor: Nyle Maxwell Of Austin, LLC
- Sponsor EIN: 270826563
- Sponsor Address: 13401 NORTH FM 620, AUSTIN, TX, 78717
- Plan Type: 401(k)
- Total Participants: 278
- Total Assets: $27.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 278 | $27.4M | $4,074 | $1.5M |
| 2023 | 293 | $26.7M | $1.9M | $1.6M |
| 2022 | 299 | $22.8M | $865,955 | $2.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $85,760 | — | $85,760 |
| ADMINISTRATIVE FIDUCIARY SERVICES | INVESTMENT ADVISOR | $22,606 | — | $22,606 |
| LANE GORMAN TRUBITT LLC | AUDIT | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- LANE GORMAN TRUBITT LLC — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,366
- Estimated Expense Ratio: 0.453% 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 | $124,368 | $22,608 | — | $16,000 | — |
| 2023 | $108,575 | $21,675 | — | $15,000 | — |
| 2022 | $88,816 | — | $9,902 | — | $15,000 |