# Retail Investors Of Texas, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/retail-investors-of-texas-ltd-401k-plan

> Retail Investors Of Texas, Ltd.'s 401(k) plan: 1,861 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Retail Investors Of Texas, Ltd.

- **Sponsor EIN:** 741471937

- **Sponsor Address:** 2420 NEDERLAND AVENUE, NEDERLAND, TX, 77627

- **Plan Type:** 401(k)

- **Total Participants:** 1,861

- **Total Assets:** $37.0M

## 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.|

| 2024|1,861|$37.0M|$259,085|$949,042|

| 2023|810|$35.4M|$263,692|$967,340|

| 2022|745|$30.8M|$274,391|$1.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$66,377|—|$66,377|

| BEAUMONT ASSET MANAGEMENT LLC|ADVISOR|$51,954|—|$51,954|

| BROUSSARD & COMPANY, CPA'S L.L.C|ACCOUNTANT/AUDITOR|$7,200|—|$7,200|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,531

- **Estimated Expense Ratio:** 0.339% 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|$125,531|$51,954|—|$7,200|—|

| 2023|$116,474|$47,169|—|$7,200|—|

| 2022|$137,153|—|—|—|—|

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