Plan Snapshot
- Plan Sponsor: Techserv Consulting & Training, Ltd.
- Sponsor EIN: 752943541
- Sponsor Address: 3258 EARL CAMPBELL PARKWAY, TYLER, TX, 75701
- Plan Type: 401(k)
- Total Participants: 440
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 440 | $11.4M | $921,142 | $1.6M |
| 2023 | 383 | $9.0M | $907,427 | $1.5M |
| 2022 | 325 | $8.0M | $800,567 | $1.3M |
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 |
|---|---|---|---|---|
| HENRY & PETERS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENRY & PETERS, PC — 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 | $83,076 | $29,217 | $14,027 | — | — |
| 2023 | $69,659 | $24,125 | $10,815 | — | — |
| 2022 | $62,237 | $24,113 | — | — | $7,064 |