Plan Snapshot
- Plan Sponsor: Take Command Insurance Agency INC.
- Sponsor EIN: 851189788
- Sponsor Address: 1410 E. RENNER RD STE 200, RICHARDSON, TX, 75082
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $3.9M
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 | 114 | $3.9M | $405,265 | $752,259 |
| 2023 | 126 | $2.4M | $224,451 | $559,185 |
| 2022 | 101 | $900,198 | $150,924 | $455,747 |
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 |
|---|---|---|---|---|
| PBMARES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES, 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 | $5,504 | $5,429 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |