Plan Snapshot
- Plan Sponsor: Sheri Tate
- Sponsor EIN: 752289925
- Sponsor Address: 13355 NOEL RD, DALLAS, TX, 75240
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $18.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 81 | $18.5M | $365,024 | $1.1M |
| 2023 | 165 | $19.1M | $613,813 | $1.6M |
| 2022 | 117 | $11.1M | $496,782 | $1.2M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON 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 | $77,253 | $52,200 | — | — | — |
| 2023 | $42,422 | $40,272 | — | — | — |
| 2022 | $14,167 | $1,893 | — | — | — |