Plan Snapshot
- Plan Sponsor: Presbyterian Manor, INC.
- Sponsor EIN: 751522727
- Sponsor Address: 4600 TAFT BLVD, WICHITA FALLS, TX, 763084935
- Plan Type: DC
- Total Participants: 148
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 148 | $3.5M | $307,595 | $0 |
| 2023 | 135 | $3.0M | $286,629 | $0 |
| 2022 | 133 | $2.6M | $259,076 | $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 |
|---|---|---|---|---|
| FREEMON, SHAPARD & STORY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FREEMON, SHAPARD & STORY — 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 | $2,233 | — | — | — | — |
| 2023 | $1,403 | — | — | — | — |
| 2022 | $1,443 | — | — | — | — |