Plan Snapshot
- Plan Sponsor: Sendero Business Services, L.P.
- Sponsor EIN: 262832122
- Sponsor Address: 2100 ROSS AVENUE SUITE 400, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $23.5M
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 | 225 | $23.5M | $822,151 | $1.8M |
| 2023 | 200 | $18.8M | $798,494 | $1.6M |
| 2022 | 180 | $14.4M | $730,836 | $1.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $96,614 | $56,859 | — | — | — |
| 2023 | $75,601 | $43,844 | — | — | — |
| 2022 | $72,448 | — | $72,448 | — | — |