Plan Snapshot
- Plan Sponsor: Petrus Trust Company, Lta
- Sponsor EIN: 800168836
- Sponsor Address: 3000 TURTLE CREEK BLVD, DALLAS, TX, 752197640
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $55.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 99 | $55.0M | $870,814 | $1.5M |
| 2023 | 97 | $53.7M | $865,259 | $1.3M |
| 2022 | 123 | $48.8M | $784,855 | $1.1M |
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 |
|---|---|---|---|---|
| HM&M GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HM&M GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $385 | — | $385 | — | — |
| 2023 | $646 | — | $646 | — | — |
| 2022 | — | — | — | — | — |