Plan Snapshot
- Plan Sponsor: Panhandle Eye Group, LLP
- Sponsor EIN: 752741195
- Sponsor Address: 7400 FLEMING AVE, AMARILLO, TX, 79106
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $16.1M
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 | 168 | $16.1M | $243,673 | $695,296 |
| 2023 | 178 | $13.7M | $248,328 | $689,348 |
| 2022 | 156 | $11.0M | $226,786 | $611,164 |
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 |
|---|---|---|---|---|
| ARISTA WEALTH MANAGEMENT, LLC | INVESTMENT ADVISOR | $63,343 | — | $63,343 |
| PCS RETIREMENT LLC | CONTRACT ADMINISTRATOR | $28,141 | — | $28,141 |
| BROWN, GRAHAM & COMPANY, P.C. | AUDITOR | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARISTA WEALTH MANAGEMENT, LLC — INVESTMENT ADVISOR
- PCS RETIREMENT LLC — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,484
- Estimated Expense Ratio: 0.569% 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 | $91,484 | $63,343 | $28,141 | — | — |
| 2023 | $90,474 | $45,843 | $44,631 | — | — |
| 2022 | $90,035 | $50,207 | $21,648 | — | $18,180 |