Plan Snapshot
- Plan Sponsor: Teague Nall And Perkins, INC
- Sponsor EIN: 751645991
- Sponsor Address: 5237 N RIVERSIDE DRIVE, FORT WORTH, TX, 76137
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $38.9M
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 | 236 | $38.9M | $1.0M | $2.2M |
| 2023 | 209 | $32.8M | $872,018 | $1.9M |
| 2022 | 180 | $26.1M | $754,331 | $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 |
|---|---|---|---|---|
| MWH GROUP PC | Auditor | — | — | $0 |
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 | $26,331 | — | $26,331 | — | — |
| 2023 | $37,639 | — | $23,139 | — | — |
| 2022 | $21,970 | — | $21,970 | — | — |