Plan Snapshot
- Plan Sponsor: Teco-Westinghouse Motor Company
- Sponsor EIN: 742482708
- Sponsor Address: 5100 N INTERSTATE HWY 35, ROUND ROCK, TX, 78681
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $48.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 253 | $48.1M | $770,322 | $1.8M |
| 2023 | 263 | $46.2M | $720,808 | $1.6M |
| 2022 | 252 | $41.8M | $619,521 | $1.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $46,356 | — | $46,356 |
| SAGEVIEW ADVISORY GROUP LLC | ADVISOR\ INVESTMENT ADV | $38,014 | — | $38,014 |
| BAUER & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP LLC — ADVISOR\ INVESTMENT ADV
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,370
- Estimated Expense Ratio: 0.175% of plan assets
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 | $84,370 | $38,014 | — | — | — |
| 2023 | $87,713 | $39,622 | $1,200 | — | — |
| 2022 | $91,054 | — | — | — | — |