Plan Snapshot
- Plan Sponsor: Texans Credit Union
- Sponsor EIN: 750992590
- Sponsor Address: 777 E CAMPBELL RD, RICHARDSON, TX, 750811860
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $25.0M
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 | 281 | $25.0M | $767,448 | $1.2M |
| 2023 | 250 | $21.3M | $701,537 | $1.1M |
| 2022 | 255 | $18.2M | $603,217 | $908,248 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $58,254 | — | $58,254 | — | — |
| 2023 | $49,984 | — | $49,984 | — | — |
| 2022 | $46,492 | — | $46,492 | — | — |