Plan Snapshot
- Plan Sponsor: Panhandle Eye Group, LLP
- Sponsor EIN: 752741195
- Sponsor Address: 7400 FLEMING, AMARILLO, TX, 79106
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 150
- 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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 150 | $0 | $1.7M | $266,417 |
| 2023 | 152 | $0 | $0 | $0 |
| 2022 | 176 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES | Recordkeeper | $94,555 | — | $94,555 |
| HIGGINBOTHAM | Insurance Carrier | $30,000 | — | $30,000 |
| CONNECT BENEFIT | Other Service Provider | $14,536 | — | $14,536 |
| EHIM | Recordkeeper | $12,628 | — | $12,628 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EHIM — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,719
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 | $151,719 | — | $151,719 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |