Plan Snapshot
- Plan Sponsor: One Voice Central Texas
- Sponsor EIN: 742314772
- Sponsor Address: 8505 CROSS PARK DR, AUSTIN, TX, 78754
- Plan Type: 401(k)
- Total Participants: 1,575
- Total Assets: $42.3M
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 | 1,575 | $42.3M | $2.5M | $4.2M |
| 2023 | 1,727 | $34.0M | $1.9M | $3.7M |
| 2022 | 1,836 | $26.8M | $1.7M | $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 |
|---|---|---|---|---|
| PENTEGRA SERVICES INC. | CONTRACT ADMIN | $117,384 | — | $117,384 |
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $80,544 | — | $80,544 |
| EMPOWER ADVISORY ROUP | INVESTMENT MGMT | $46,354 | — | $46,354 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $20,662 | — | $20,662 |
| AUSTIN AREA HUMAN SERVICES ASSOCIAT | OTHER | $7,542 | — | $7,542 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $272,486
- Estimated Expense Ratio: 0.644% 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 | $366,915 | — | — | — | — |
| 2023 | $300,634 | — | $300,634 | — | — |
| 2022 | $293,129 | — | $293,129 | — | — |