Plan Snapshot
- Plan Sponsor: Telvista, INC.
- Sponsor EIN: 752940720
- Sponsor Address: 1605 LBJ FREEWAY, DALLAS, TX, 75234
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $4.6M
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 | 306 | $4.6M | $2,588 | $309,012 |
| 2023 | 211 | $4.9M | $78,116 | $422,026 |
| 2022 | 291 | $5.0M | $168,532 | $793,396 |
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 | $7,740 | — | $7,740 |
| ALPHA CAPITAL MANAGEMENT GROUP | ADVISOR | $7,057 | — | $7,057 |
| SUTTON FROST CARY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SUTTON FROST CARY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,797
- Estimated Expense Ratio: 0.324% 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 | $15,666 | $7,926 | — | — | — |
| 2023 | $28,383 | $2,313 | — | — | — |
| 2022 | $20,691 | $2,159 | — | — | — |