Plan Snapshot
- Plan Sponsor: Texas Capitalization Resource Group, INC.
- Sponsor EIN: 201765214
- Sponsor Address: 5201 CAMP BOWIE BLVD., FORT WORTH, TX, 76107
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $4.9M
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. |
|---|---|---|---|---|
| 2024 | 245 | $4.9M | $0 | $668,041 |
| 2023 | 274 | $4.3M | $0 | $667,251 |
| 2022 | 282 | $3.3M | $0 | $610,606 |
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 |
|---|---|---|---|---|
| JAYNES, REITMEIER, BOYD & THERRELL | Auditor | — | — | $0 |
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 | $59,092 | — | $59,092 | — | — |
| 2023 | $44,418 | — | $44,418 | — | — |
| 2022 | $34,715 | — | $34,715 | — | — |