# Texas Capitalization Resource Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/texas-capitalization-resource-group-inc-401k-plan

> Texas Capitalization Resource Group, INC.'s 401(k) plan: 245 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY - PLA|$22,566|—|$22,566|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$21,826|—|$21,826|

| NOVA 401(K) ASSOCIATES LP|THIRD PARTY ADMINISTRATOR|$14,700|—|$14,700|

| JAYNES, REITMEIER, BOYD & THERRELL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY - PLA

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,092

- **Estimated Expense Ratio:** 1.203% 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|$59,092|—|$59,092|—|—|

| 2023|$44,418|—|$44,418|—|—|

| 2022|$34,715|—|$34,715|—|—|

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