Plan Snapshot
- Plan Sponsor: Tex Mix Partners, LLC Dba Tex Mix Concrete
- Sponsor EIN: 742794534
- Sponsor Address: POST OFFICE BOX 830, LEANDER, TX, 786460830
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $11.1M
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. |
|---|---|---|---|---|
| 2023 | 340 | $11.1M | $864,805 | $1.3M |
| 2022 | 339 | $7.9M | $701,180 | $1.0M |
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 |
|---|---|---|---|---|
| BOK FINANCIAL ASSET MGMT INC | TPA | $25,612 | — | $25,612 |
| BROCKWAY, GERSBACH, FRANKLIN & NIEM | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,612
- Estimated Expense Ratio: 0.232% 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 |
|---|---|---|---|---|---|
| 2023 | $12,806 | — | — | — | — |
| 2022 | $21,920 | $12,095 | $7,929 | — | $1,896 |