Plan Snapshot
- Plan Sponsor: Orthotexas Physicians And Surgeons, PLLC
- Sponsor EIN: 273463481
- Sponsor Address: 4780 NORTH JOSEY LANE, CARROLLTON, TX, 75010
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 86
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 86 | $16.5M | $447,641 | $561,950 |
| 2022 | 77 | $16.0M | $393,524 | $483,616 |
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 |
|---|---|---|---|---|
| DEFINITI LLC. | Recordkeeper | $19,581 | $8,362 | $27,943 |
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $18,984 | — | $18,984 |
| WELLS FARGO ADVISORS, LLC | Investment Advisor | $12,995 | — | $12,995 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,922
- Estimated Expense Ratio: 0.362% 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 |
|---|---|---|---|---|---|
| 2023 | $999 | $999 | — | — | — |
| 2022 | $1,873 | $1,873 | — | — | — |